◀ The Principal Blog

Posts tagged ‘Trump’

Is it repeal or replace Dodd-Frank? Neither – think more like hitting the ‘refresh’ key



The recent executive action by President Trump regarding the Dodd-Frank Wall Street Reform and Consumer Protection Act is getting much attention. Although six ‘core principles’ were announced, the only substantive part of the executive order was to mandate a report from the U.S. Treasury…

Read more

Views from the CIO: If the United States were a “stock,” would you buy it?



A “micro” analysis of “macro” events There’s been a lot of recent analysis on U.S. macroeconomic events as well as what the new Trump presidency means for the U.S. economy and financial markets. As we are bottom-up fundamental researchers, I thought I’d offer a different…

Read more

Recent