Время прогнозов
Aug. 31st, 2020 04:02 pm![[personal profile]](https://www.dreamwidth.org/img/silk/identity/user.png){kind=small}
ny_quantDonald Trump’s reelection chances are rising, and that could leave investors positioned for a Biden victory in the dust, according to JPMorgan’s Marko Kolanovic. [Напомню, что он также предсказал победу Трампа в 2016 и сделал успешные прогнозы по развитию эпидемии в Нью-Йорке, о которых я писал раньше.]
“We currently believe that momentum in favor of Trump will continue, while the most investors are still positioned for a Biden win,” he said in a note to clients Monday. “The impact on sectors and factors (momentum vs value, cyclicals vs tech, ESG) could be dramatic and investment portfolios should adjust for a potential Trump re-election,” he added.
Kolanovic, who is JPMorgan’s global head of macro quantitative and derivatives strategy, is known lately for his often prescient calls. He correctly predicted the market’s bottom in March and has been bullish on stocks since.
https://www.cnbc.com/2020/08/31/jpmorgans-market-guru-who-called-the-comeback-says-trumps-re-election-chances-are-rising.html
“We currently believe that momentum in favor of Trump will continue, while the most investors are still positioned for a Biden win,” he said in a note to clients Monday. “The impact on sectors and factors (momentum vs value, cyclicals vs tech, ESG) could be dramatic and investment portfolios should adjust for a potential Trump re-election,” he added.
Kolanovic, who is JPMorgan’s global head of macro quantitative and derivatives strategy, is known lately for his often prescient calls. He correctly predicted the market’s bottom in March and has been bullish on stocks since.
https://www.cnbc.com/2020/08/31/jpmorgans-market-guru-who-called-the-comeback-says-trumps-re-election-chances-are-rising.html
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Date: 2020-09-01 03:51 pm (UTC)I do read Silver, I think he is quite sane too, and he has a lot of experience analizing polls. (And of course you don't have to be insane to make an insane claim now and then.)
Personally, I find the idea of shy Trump voters laughable too. The same people who talk about shy Trump voters are the people who point out that there are more Trump yard signs (or boat parades).
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Date: 2020-09-03 03:28 am (UTC)--
Коган-варвар
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Date: 2020-09-03 03:30 am (UTC)no subject
Date: 2020-09-03 04:47 am (UTC)Предупреждение.