How much stimulus is too much? Too little? How much regulation is too much? Too little? What is the appropriate role of the Federal Reserve? These are very important discussions to have. These conversations have been particularly interesting the past few years. However, allowing these discussions to influence portfolio design may be a mistake. Consider this video.
Keep in mind last month’s post differentiating the stock market from the economy – it is unexpected information that moves the market…not expected information…or political affiliations…
