Trump Hates Them – We Love Them
By: Vitaliy Katsenelson, Investment Management Associates
Harvest Exchange
October 11, 2017
Trump Hates Them – We Love Them
A few weeks after Donald Trump was elected president of the United States, he was asked about pharmaceuticals prices. With typical rhetorical gusto, he declared, “Pharmaceutical companies are getting away with murder.” Well, my firm has been increasing our allocation to those “murderers,” and despite Mr. Trump’s comments, we are very comfortable with our positions in the long run (which lies beyond what may end up being a very volatile short run).
Originally Published at: Trump Hates Them – We Love Them