Barron's Streetwise
Vote No on Election Trading Tips
Jul 19, 2024
Exploring the impact of political scenarios on stock market returns and the potential resurgence of small cap stocks. Plus, analyzing Apple's resilience in the face of a big tech sell-off and the likelihood of an iPhone super cycle.
24:56
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Quick takeaways
- Presidential terms have limited impact on stock market performance, highlighting the unreliability of using political factors for stock predictions.
- Analysts anticipate positive impacts on Apple from new iPhone features, but caution against overly optimistic expectations due to demographic constraints.
Deep dives
Investing Based on Presidential Terms
The analysis delves into the limited implications of presidential terms on stock market performance. With just 46 presidents historically, statistical significance is questioned due to the small sample size, highlighting the unreliability of predicting stock trends based on White House occupants. Illustratively, a simulation revealed that steady stock holdings during all presidencies would have outperformed, emphasizing the importance of continuous investment rather than political conjectures.
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