Election 2016—Our Biggest Conclusions

For U.S. citizens and observers in other countries, the U.S. election will, as always, give us sufficient reasons for both optimism and despair. But as investors, whether our preferred outcome materializes or not, we must keep our focus on where economic value is being created under the circumstances that actually occur, not on what would have happened had our other choice been realized.

Here are two things to keep in mind about how most people approach politics:

1. Most of us dislike the other party more than we like our own.

Over the past decade and a half, most of us who lean one way or the other have maintained the same skeptical, but positive view of our own party, but our view of the other party has gone from mostly negative to quite bitter. That change means many of us will be highly frustrated, even angry, at the results of the November 2016 election.

2. Stick with your plan under any circumstances.

On November 9, 2016, be prepared to slam a door or shout down the basement stairs if your candidate and party lose, but don’t abandon your well˗thought-out investment plan. Patiently compare it to changed circumstance, but don’t let electoral disappointment turn into financial disappointment as well.

For more election insights, read the illustrative Election 2016 whitepaper and follow @OppFunds.