📈 Trump Pump in These Sectors...

This is where we are seeing shifts since the election.

Administration Change Impacts the Market

With the changing of the Presidential administration, we see significant changes in the way that certain sectors act based on their prospects with the incoming administration.

We’ve seen crypto and Bitcoin make a huge move in the past few weeks, but there are other areas to watch that have long-term potential.

Let’s dig into it.

Top 5 Sectors

Here is data that digs into the top five industries that are seeing inflows since Trump’s election:

It’s important to note the change in these top 5 from 3 months ago. You can see that oil and gas moved from #5 to #1, telecom- fiber optics from #107 to #2, etc.

Essentially what this is telling us is that these industries (outside of oil and gas) were nowhere near top industries prior to the election and are now in the top 5.

These industries aren’t necessarily a surprise to us, but it is a clear signal that this is where institutions are making their bets.

Oil and gas is rising due to Trump’s stated policy of “drill baby drill.” Telecom is rising due to expected deregulation in this space. Computer software is rising because corporate tax breaks are expected to spur investment in software and infrastructure.

As you go into the trading week, use this as a guide - I will be.

For more info on this data, watch this: