In September and October we conducted two presentations where we discussed “Election Impact Investment Analysis”. Over 120 high net worth and institutional investors in Austin were in attendance at the two events. While we were unable to predict the ultimate outcome of this close election at the time, we separated ourselves from the bulk of analysts on Wall Street. “The crowd thinks the election of Donald Trump will be a calamity for the market – presumably due to a trade war that they think he will cause. We couldn’t disagree more,” said Frank Beck, President of Beck Capital Management. “In fact, when we studied his economic proposals, especially his proposal to cut the corporate tax rate, we found that it is likely to be very positive for equity valuations and GDP growth,” said Bryan Anderson, Market Strategist. “And his focus on cutting over $30 billion in burdensome regulations is likely to be another stimulus for growth and productivity”, said Dr. Lewis Spellman, Macro-economist for the firm. If you would like to review our slides from the election impact investment analysis program, go to our posting on October 6.