The Trump Tariff Put Will Expire Worthless
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The market is not going up because of a #Trump put, it is going up because of the tax cut without a spending cut. This is called fiscal stimulus and it has negated the rather limited drop in monetary stimulus. If anything, the #tariffs and shenanigance in Washington over Internet regulation is holding the market back. If tariffs are cut and the trade war ends it will be a positive just like if the absurd hearings on #Twitter, #Google, and #Facebook end, that will help those stocks.
If or when this happens is debatable. Certainly if the whole market starts tanking, hopefully both of these will end and the government will focus on their job rather than creating more problems. Unfortunately, this is most likely to happen when the economy turns sour, providing limited relief, but most likely it will not turn the tide by itself.
Excelent analysis.