No one could figure out why Trump was so pro-Putin. It wasn’t a stance that would win him more votes. Most Americans have a negative view of Russia and especially of Putin. Nor would Trump get more support from the Republican establishment, which for decades had been more hawkish toward Russia than the Democrats. On the surface, it appeared that Trump was acting irrationally, but what I’ve learned over the years as an investor is that almost everyone behaves rationally. If someone does something that appears irrational, it just means you don’t have all the information.