A self-taught coder turned hedge fund manager explains why traders should be positioning for a Trump re-election — and lays out a big bet he's making on healthcare
This story requires our BI Prime membership. To read the full article,Lukasz Tomicki, founder and portfolio manager of LRT Capital Management, thinks it would be a "big surprise" if Donald Trump is not re-elected in 2020.
To further complicate matters, the upcoming race is likely to be close one, which means the market could be especially vulnerable to heightened market volatility as polls emerge., has studied history and found that it leans in President Trump's favor going into 2020 — as long as there's no recession.The Contrarian Investor Podcast
Talks of an impending recession were seemingly ubiquitous just a few months ago, but have largely abated as economic data and trade talks improved. If Trump can avoid an economic downturn in 2020, Tomicki thinks that investors should prepare for another four years of this administration.
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