Last quote by David Bianco
David Bianco quotes
We need to see what's going to happen with the new administration and Congress in the first 100 days. This economy does need fiscal stimulus, and we might not be getting it.
Since Clinton's upsurge in the polls after the first debate, our Clinton victory stock basket significantly outperformed our Trump basket.
Longer term, it will be the policies and implementation that will influence markets, which both parties, many individuals and circumstances will craft.
Near term we favor Utilities & Telecom over Financials. We favor lower PE mega-caps.