Bill, Donald #Trump will say anything... anytime to win any particular battle...real or imagined. I know nothing about politics so please don't go there in your reply, but my entire career has been about "cause and effect," which means whenever my service customers come to me with a problem, my goal is to fix the problem AND whatever can be determined to have caused it. I call this real-world conditions and am proud to pass the "Man-in-the-mirror test daily. Last week, my 46 years service company was awarded 2017 BBB "Torch Award for Ethics in Business" in our two area counties. No brag...just citing the standard by which we perform historically...and going forward.
Again, no politics if you please as my point was more about a human being than the man.
While we can't be sure of the severity of the downturn, certainly, the demographic argument is a strong one. And #Trump wants fewer people to come to America. My hope is that #Bannon doesn't help this thing get out of hand. I have no doubt he would like to see the mother of all crashes. After all, he owns a media outlet. He can't make money when things are going good. JMO, of course.
With #Trump emphasizing the need for a weaker dollar, making it more profitable to invest overseas, and MSCI's resent announcement that China A-shares will be included in its (EM) index next year, this might literally be the most profitable opportunity many American investors have seen in years.
While true, I think $IBM and $MSFT are two likely beneficiaries. And I think the author is correct that any company, such as $AMZN which has criticized #Trump will likely be excluded from consideration.
If #Trump installs #GlassStegall and ends the insane regulatory environment that does little to protect the populace it would be the single greatest victory for the American people in decades.
That said, the market is not crashing because #Yellen isn't raising rates substantially and what she does do is slower and slower every day. The bubble won't pop until people start blowing into it or a tear occurs. In the meantime what's driving the market is people getting out of short term deposits waiting to put it in higher term bonds and CDs and getting into the only assets paying decent returns even if it implies bigger and bigger risk (mainly stocks and real estate).
Don't forget that #Trump is assuming that no other country will react negatively to these aggressive moves. Many could view this as the beginning of a trade war and could react accordingly. While I believe some tax reform is necessary, I view Trump's plan as rather short-sighted, too optimistic and even reckless.
American has one of the highest corporate tax rates at 35%. But they rarely pay anywhere near that since there are so many loopholes. Worse, many are "moving" to other countries to avoid the taxes all together.
#Trump's plan has some merits. It doesn't matter where a company is located, it only matters where they sell their products. So if they sell them here, they pay 20% taxes on that. If they sell them overseas they pay no taxes on it at all. So that helps to spur exports.
It also encourages manufacturing in the US, since they can deduct the cost of those goods if sourced from within the US. If they purchase the products from abroad they can't.
But stores like Walmart and Target buy the majority of their products overseas and sell them here in the US. So they'll pay higher taxes than a company which exports a lot of their goods, and sources at least some of their products for the US.
It is a tough time for department stores. I just don't see how they can compete with #Amazon and others like it. Not to mention, if #Trump can push through his new tax plan, it will kill stores especially, #Walmart and #Target. $AMZN$WMT$TGT
Interesting article. Not sure how it went from bonds to #Trump, but certainly, Donald Trump had conversations with Russia and with key Russians banks. The author does not seriously contest that truth, does he? He may. Oh well.
As far as bonds are concerned, Wall Street will only lose to high interest rates if the bonds can't be sold. The author has not proven that the bonds in question are losing demand. The new normal sucks in many ways, but Trump is not the guy to make it go away unless maybe he blows up the world in wars. If that happens, Wall Street will profit another way, and maybe it will offset the loses on bond derivatives and maybe it won't.
My bet is that most of those in his party despise #Trump. The rest are probably jealous/incredulous that he actually won. I think most would probably get behind him if they had more faith in him and his agenda. But his instability always risks blowing back on them.
U.S. Smashes Record: Highest Production Of Lowest Quality Fuel In The World
Bill, Donald #Trump will say anything... anytime to win any particular battle...real or imagined. I know nothing about politics so please don't go there in your reply, but my entire career has been about "cause and effect," which means whenever my service customers come to me with a problem, my goal is to fix the problem AND whatever can be determined to have caused it. I call this real-world conditions and am proud to pass the "Man-in-the-mirror test daily. Last week, my 46 years service company was awarded 2017 BBB "Torch Award for Ethics in Business" in our two area counties. No brag...just citing the standard by which we perform historically...and going forward.
Again, no politics if you please as my point was more about a human being than the man.
Mark Yusko: "We're On The Path To Another Great Depression"
While we can't be sure of the severity of the downturn, certainly, the demographic argument is a strong one. And #Trump wants fewer people to come to America. My hope is that #Bannon doesn't help this thing get out of hand. I have no doubt he would like to see the mother of all crashes. After all, he owns a media outlet. He can't make money when things are going good. JMO, of course.
Exploring Routes To China After MSCI A-Shares Move
With #Trump emphasizing the need for a weaker dollar, making it more profitable to invest overseas, and MSCI's resent announcement that China A-shares will be included in its (EM) index next year, this might literally be the most profitable opportunity many American investors have seen in years.
Trump Sets The Stage For A Huge Gold Rally This Spring (SPONSORED POST)
#Trump only serves his own interests. My investment strategy is to invest in everything that Trump invests in while he is president!
President Trump Wants To Upgrade The Government’s IT; Microsoft Should Benefit
I agree. #Trump has very thin skin and seems to hold a grudge. #Bezos and #Amazon can kiss any deal good bye. $AMZN.
President Trump Wants To Upgrade The Government’s IT; Microsoft Should Benefit
Knowing #Trump, he'll probably only hire companies with which he has a vested personal interest.
President Trump Wants To Upgrade The Government’s IT; Microsoft Should Benefit
While true, I think $IBM and $MSFT are two likely beneficiaries. And I think the author is correct that any company, such as $AMZN which has criticized #Trump will likely be excluded from consideration.
Bears Could Be A Bust In The Hall Of Shame
If #Trump installs #GlassStegall and ends the insane regulatory environment that does little to protect the populace it would be the single greatest victory for the American people in decades.
That said, the market is not crashing because #Yellen isn't raising rates substantially and what she does do is slower and slower every day. The bubble won't pop until people start blowing into it or a tear occurs. In the meantime what's driving the market is people getting out of short term deposits waiting to put it in higher term bonds and CDs and getting into the only assets paying decent returns even if it implies bigger and bigger risk (mainly stocks and real estate).
Athleisure Remains The Best “Fit” In Fashion Stocks
Don't forget that #Trump is assuming that no other country will react negatively to these aggressive moves. Many could view this as the beginning of a trade war and could react accordingly. While I believe some tax reform is necessary, I view Trump's plan as rather short-sighted, too optimistic and even reckless.
Athleisure Remains The Best “Fit” In Fashion Stocks
American has one of the highest corporate tax rates at 35%. But they rarely pay anywhere near that since there are so many loopholes. Worse, many are "moving" to other countries to avoid the taxes all together.
#Trump's plan has some merits. It doesn't matter where a company is located, it only matters where they sell their products. So if they sell them here, they pay 20% taxes on that. If they sell them overseas they pay no taxes on it at all. So that helps to spur exports.
It also encourages manufacturing in the US, since they can deduct the cost of those goods if sourced from within the US. If they purchase the products from abroad they can't.
But stores like Walmart and Target buy the majority of their products overseas and sell them here in the US. So they'll pay higher taxes than a company which exports a lot of their goods, and sources at least some of their products for the US.
Athleisure Remains The Best “Fit” In Fashion Stocks
#Trump wants to lower corporate taxes. Won't that help them?
Athleisure Remains The Best “Fit” In Fashion Stocks
It is a tough time for department stores. I just don't see how they can compete with #Amazon and others like it. Not to mention, if #Trump can push through his new tax plan, it will kill stores especially, #Walmart and #Target. $AMZN $WMT $TGT
Is The Trump Trade Over Or Should You Buy This Dip?
Markets have priced in that all #Trump promises will be implemented. After #healthcare debacle, NOT likely.
They Call It “Monetary Policy”
Interesting article. Not sure how it went from bonds to #Trump, but certainly, Donald Trump had conversations with Russia and with key Russians banks. The author does not seriously contest that truth, does he? He may. Oh well.
As far as bonds are concerned, Wall Street will only lose to high interest rates if the bonds can't be sold. The author has not proven that the bonds in question are losing demand. The new normal sucks in many ways, but Trump is not the guy to make it go away unless maybe he blows up the world in wars. If that happens, Wall Street will profit another way, and maybe it will offset the loses on bond derivatives and maybe it won't.
That is just my two bits.
3 Trillion Dollars Now At Risk...And More
If #Trump's failure to repeal and replace #ObamaCare is any indication, I would say you are probably right.
3 Trillion Dollars Now At Risk...And More
My bet is that most of those in his party despise #Trump. The rest are probably jealous/incredulous that he actually won. I think most would probably get behind him if they had more faith in him and his agenda. But his instability always risks blowing back on them.