It's funny how articles and coverage comes out after a given stock runs up. This stock is interesting, but I would say for now it is already fully valued.

Interesting and good analysis. Given the word is #Trump is trying to Democrat the Republicans into mass deficit spending the hopeful market will dream of fiscal stimulus on top of the absurd financial stimulus. So much for Trump deriding the Obama bubble. It seems like he wants to make an even greater one.

The cost per unit and the inverse nature of number of items sold would tend to discredit the government statistics saying there is no inflation. In the meantime the inflation is still raging in housing prices, healthcare, and education.

I agree with you that the market is assuming a lot of promises that may never come and probably won't come without a cost. However, the market has been assuming lies for years before as well. How long has the market been expecting robust growth to resume, low interest rates to grow the market, high housing prices to excite massive home building. We got a asset bubble and that's about all.

Sadly #Trump eluded to asset bubbles, Federal Reserve games, and fake employment before he was elected and now that he is elected seems to have co-opted all this. Inevitably, it will blow up unless fed in even greater amounts. We will see if he will continue the bubble with taxpayers money and Fed games or will let it end. In reality, it is best to let it end quickly so you will come out of the dip before 4 years and a new election rolls around.

Sadly, the market and most people assume he will be just like all other politicians. Let the bubble keep growing and hopefully it will blow up on the next President. For shame, its the American people and the kids who suffer this type of political behavior.

The run up isn't warranted, however, that can be said of the whole market. The real issue to watch for on #Tesla is dilution due to needing more money and their cash and cash flow which is not that good. Tesla needs to focus on its core. Cutting growth on solar, refusing to self finance customers, and making the users pay for their purchases will help. Sadly, those who already bought their panels will be the cash hog to support their panel business for all the years they must pay for their purchases. Hopefully, they will turn out ok through electric bill savings although they maybe could have saved more with other deals.

The real fear is they default on their purchase or pursue legal ways to get out of the contract if the terms appear overly adverse to them. $TSLA

Nice charts. Farm products in general are doing better, however, the agricultural area are the most likely candidates to be hurt by trade wars because the US subsidizes them and they at bought from most of the countries we are threatening trade wars with. So caution is the best stance to take even though demand is increasing for now.

The should raise rates, however, they should have done that over 3 years ago so that doesn't mean much. I figure there is less than a 50% chance only because it is increasingly hard not for the Yellen to do something. Undoubtedly, she would like to feed capitalist poison until she is forced to leave and insure the capital bubbles survive only to blow up on whoever takes over.

There should be a requirement that all Fed chairs must leave with interest rates at least at 3% or at the rate they received their appointment (whichever is highest) to prevent the mad money giveaway we have seen without regard to the inevitable consequences. This would make them face the horrors they create.

The market isn't tripping. It's enjoying the potentially last remaining slow gains that have been going on for years now. There is latent hope that Trump will spur greater gains when he implements deficit generating policies like increased deficit spending and tax cuts. We will see though. Conservative Republicans are against massive government stimulus on the backs of our kids (deficit spending) and rightfully so.

As for tax cuts, we have yet to see if that will materialize and increasingly looks like more wealth distribution re-alignment. If it goes to wealthy people at he cost of the middle class it will be bad for the economy and a death knell for the Trump dream. Increased wealth generation for the middle class is what is needed to spur the economy further. Risk is inherent going forward after this year, however, this year seems ok from that which is already known.

#Inflation to bankers doesn't mean growth, it means they can charge a greater spread. They could care less about growth and TBTF banks have been actively inhibiting it because they want zirp and since they can't have it now want a higher interest rate and bigger spread.

The idea was to raise rates slowly given it's the end of the cycle, which is the worst time to do so. The only reason why we are even considering this is due to the failure of the Federal Reserve to raise rates for 6 years prior.