02.18.2020 - By Hedgeye Risk Management
3:00: Is all this bullishness related to Trump? A lot of it hinged on President Trump's extraordinary week from his acquittal to his State of the Union address to the Democratic mess in Iowa. The possibility of Trump's re-election this year suddenly ratcheted much higher. That's positive to a lot of global investors who like Trump. And it's even positive to a lot of investors who dislike Trump because it removes uncertainty.12:35: Coronavirus remains worrisome. According to the official numbe...