2024-02-05 03:25:11 ET
Summary
- There is a good possibility that Donald Trump will win the upcoming US presidential election in November.
- In this review, I focus on three key ideas I believe will perform well during Trump's potential second term.
- In addition, I think some areas to avoid are just as important as those I plan on investing in. So an analysis of some risks follows.
Main Thesis/Background
The purpose of this article is to discuss my outlook for the upcoming US presidential election in November and some positioning moves I either have made - or will make - in anticipation of the result. This is similar to a review I conducted in 2020 when I correctly surmised a Biden win in that election. Fast forward to 2024, and this time around I believe Trump has a strong chance of winning the re-match. This is based on his candidacy's momentum in recent months, as well as the head-to-head polling results of late:
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For further details see:
Anticipating A Trump Presidency, How I Am Preparing My Portfolio