Monday Macro – Pulling together some big-picture thoughts

How three big structural trends might impact your investments

This week's big story is obviously President Trump's inauguration and the likely blizzard of policy announcements. What he and his team have in mind is beyond my purview – we’ll have to wait for his campaign of shock and awe.

Over the next few weeks, I’ll attempt to parse what impact these developments might have on investment decision-making, helped alo…