The real issue is the market recent rise is based on people cashing in their last chips before #Trump not the hopes of Trump. So far I agree that the International market is in turmoil over him. However, there is some hope of him massively increasing the deficit against Republican fiscal conservatives and rolling back regulations and taxes on business. It is doubtful that this will counter the worsening global market and the Fed who will raise rates in response to higher inflation if Trump starts a trade war.
There are lots of hopes and expectations but also lots of trouble, the main one being the Federal Reserve's unsustainable #bubble.
I agree, #Trump doesn't respect that fact and tends to be rather bull headed about getting his way. Could spell trouble for his working relationship with the #Fed.
Author asks a good question: Will #Trump and the #Fed play nice? I don't believe they will. While #InterestRates should be at the top of the ceiling, there is a ceiling which if breached will contract the deals and loans made, and ultimately contract the economy. I don't think Trump and his team really respect this fact.
This article is a helpful resource. However, you say: "#Russia will continue to play spoiler and peacemaker in the Middle East." I am not sure when a peacemaker can be labeled a spoiler. We spoiled the middle east with regime change. We are the spoiler and Russia is the peacemaker. While not being a fan of #Trump as a man, I think he is correct on this issue. Regime change has put women and children, innocent victims, in harms way throughout the middle east. I think it is bad policy, and has created refugees, and helped motivate #BREXIT, although having your own currency may be the best way to go for the UK and for any nation for that matter. The idea of regime change and the resulting refugees may fuel the end of the Eurozone itself! I don't think that was the intent of the planners of this policy.
#Trump will rue the day he decides to take on the world on trade issues. With over 100 countries individually running a trade surplus with the US, it will be impossible for the Administration to have any meaningful turnaround in the US current account. Lots of bluster with no real impact.
Nice article @[Secular Investor](user:5718), but I think it's more simple than you realize. I believe it's a combination of both factors. Yes, #Obama is trying to deflect attention, but I think his lashing out is also his way of throwing a tantrum. His chosen successor, who would have ensured his legacy, lost. #Trump, who has promised to dismantle nearly everything #Obama has done, won. Obama is understandably angry and frustrating. But as a result he's being petty and putting America's best interests at risk...
It's the same with how Obama was behind the recent resolution to condemn #Israel at the UN. It was just a petty parting shot at #Bibi whom Obama has made clear he can't stand.
My concern is that #Trump's plan calls for a trickle down plan where businesses and the rich will get big tax breaks and that will trickle down to everyone else. But I believe history has shown that this doesn't work since they just horde the savings for themselves.
My fear is that #Trump will end up getting impeached and then #Pence will take over. Trump has no filter - all of America knows his true thoughts and how unprepared he is to be president. But Pence is very smooth. You'd never know how much more radical than Trump Pence really is. He sounds like the voice of reason, but he's even a greater threat to America than Trump.
I believe technology will be #Trump's downfall. In the old days, people could get away with making ridiculous comments, and their PR firms or press secretary's could intervene before they took a life of their own. But information disseminates instantly and globably these days. Tools like #Twitter ($TWTR), which Trump seems to adore, give him the ability to let all of America know his true, inappropriate thoughts before his team can tweak them.
Overnight on Dec.6-7, there was a scary episode which showed what this might mean when the Chinese #renminbi fell sharply. It seemed like a deliberate devaluation to show Pres.-elect #Trump who controls China's exchange rate policy. But in the end, it turned out to be a fat fingers goof perpetrated Monday night by a UK money brokerage, ICAP plc. Here again we dodged a bullet, as for some years we owned the ADR, $IAPLY. But in fact the bullet dodged was by the whole world, because a deep renminbi devaluation could have caused a major international incident with the future US Administration, and a test of Trump's temper. Luckily it was just an error by markets.
The article is cogent and you are right in suggesting that Tech needs to get involved if the Santa or #Trump rally is to continue! What puzzles me is $AMZN's lack of involvement in the rally, same goes for $FB but they are fighting the currents caused by inaccurate ad metrics and fake news! AAPL is a one product company and lately they can't even produce a decent phone. AMZN, however, has no excuse. A 55% YOY increase in AWS and stupendous sales numbers have not moved the needle. $GOOGL is the only #FANG member that has shown some positive momentum. In the absence of Biotech and Pharma, Tech needs to fill that void or the rally has seen its best days already!
Interesting read. There's no question that a #Trump presidency will benefit big business. The question is if these tax savings will trickle down to the average Joe, or will the companies simply horde their savings? I'm betting on the latter. At least the savvy investor can benefit as well by investing accordingly.
Check Out This Bubble
The real issue is the market recent rise is based on people cashing in their last chips before #Trump not the hopes of Trump. So far I agree that the International market is in turmoil over him. However, there is some hope of him massively increasing the deficit against Republican fiscal conservatives and rolling back regulations and taxes on business. It is doubtful that this will counter the worsening global market and the Fed who will raise rates in response to higher inflation if Trump starts a trade war.
There are lots of hopes and expectations but also lots of trouble, the main one being the Federal Reserve's unsustainable #bubble.
What Wall Street And Capitol Hill Could Have In Store For 2017
I agree, #Trump doesn't respect that fact and tends to be rather bull headed about getting his way. Could spell trouble for his working relationship with the #Fed.
What Wall Street And Capitol Hill Could Have In Store For 2017
Author asks a good question: Will #Trump and the #Fed play nice? I don't believe they will. While #InterestRates should be at the top of the ceiling, there is a ceiling which if breached will contract the deals and loans made, and ultimately contract the economy. I don't think Trump and his team really respect this fact.
2017 Annual Forecast
This article is a helpful resource. However, you say: "#Russia will continue to play spoiler and peacemaker in the Middle East." I am not sure when a peacemaker can be labeled a spoiler. We spoiled the middle east with regime change. We are the spoiler and Russia is the peacemaker. While not being a fan of #Trump as a man, I think he is correct on this issue. Regime change has put women and children, innocent victims, in harms way throughout the middle east. I think it is bad policy, and has created refugees, and helped motivate #BREXIT, although having your own currency may be the best way to go for the UK and for any nation for that matter. The idea of regime change and the resulting refugees may fuel the end of the Eurozone itself! I don't think that was the intent of the planners of this policy.
Trump May Shrink Shipping And Air Shipping Capacity Utilization
#Trump will rue the day he decides to take on the world on trade issues. With over 100 countries individually running a trade surplus with the US, it will be impossible for the Administration to have any meaningful turnaround in the US current account. Lots of bluster with no real impact.
Energy Stocks Will Be Very Bullish In 2017 If This Happens
I think having #Trump in the White House will only continue to boost #EnergyStocks and #Oil.
Today’s New Normal World – The Challenge Of The 100-Year Life
Yes, politician or not #Trump still utilizes much of the same old tricks.
Obama Is Still Blaming Gold-Hoarding Russia
Nice article @[Secular Investor](user:5718), but I think it's more simple than you realize. I believe it's a combination of both factors. Yes, #Obama is trying to deflect attention, but I think his lashing out is also his way of throwing a tantrum. His chosen successor, who would have ensured his legacy, lost. #Trump, who has promised to dismantle nearly everything #Obama has done, won. Obama is understandably angry and frustrating. But as a result he's being petty and putting America's best interests at risk...
It's the same with how Obama was behind the recent resolution to condemn #Israel at the UN. It was just a petty parting shot at #Bibi whom Obama has made clear he can't stand.
Donald Trump Cannot Increase Aggregate Demand
My concern is that #Trump's plan calls for a trickle down plan where businesses and the rich will get big tax breaks and that will trickle down to everyone else. But I believe history has shown that this doesn't work since they just horde the savings for themselves.
Daimler: Discounted Auto Stock with a 5% Dividend Yield
$GM and $F are going to suffer huge losses if #Trump continues to take #China on as an adversary! Let's not forget #Mexico either!
Mr. Trump Should Not Fall Into The Fascist Trap; Disagreements Are The Spice Of Life
My fear is that #Trump will end up getting impeached and then #Pence will take over. Trump has no filter - all of America knows his true thoughts and how unprepared he is to be president. But Pence is very smooth. You'd never know how much more radical than Trump Pence really is. He sounds like the voice of reason, but he's even a greater threat to America than Trump.
Mr. Trump Should Not Fall Into The Fascist Trap; Disagreements Are The Spice Of Life
I believe technology will be #Trump's downfall. In the old days, people could get away with making ridiculous comments, and their PR firms or press secretary's could intervene before they took a life of their own. But information disseminates instantly and globably these days. Tools like #Twitter ($TWTR), which Trump seems to adore, give him the ability to let all of America know his true, inappropriate thoughts before his team can tweak them.
President-Elect Kim Kardashian
I find #Trump troubling on so many levels, I doubt Kim Kardashian could be any worse.
War Is Declared - China Just Dropped The Warning Yuan
Overnight on Dec.6-7, there was a scary episode which showed what this might mean when the Chinese #renminbi fell sharply. It seemed like a deliberate devaluation to show Pres.-elect #Trump who controls China's exchange rate policy. But in the end, it turned out to be a fat fingers goof perpetrated Monday night by a UK money brokerage, ICAP plc. Here again we dodged a bullet, as for some years we owned the ADR, $IAPLY. But in fact the bullet dodged was by the whole world, because a deep renminbi devaluation could have caused a major international incident with the future US Administration, and a test of Trump's temper. Luckily it was just an error by markets.
Tech May Hold Key To Continued Santa Rally
The article is cogent and you are right in suggesting that Tech needs to get involved if the Santa or #Trump rally is to continue! What puzzles me is $AMZN's lack of involvement in the rally, same goes for $FB but they are fighting the currents caused by inaccurate ad metrics and fake news! AAPL is a one product company and lately they can't even produce a decent phone. AMZN, however, has no excuse. A 55% YOY increase in AWS and stupendous sales numbers have not moved the needle. $GOOGL is the only #FANG member that has shown some positive momentum. In the absence of Biotech and Pharma, Tech needs to fill that void or the rally has seen its best days already!
The Future Of Deferred Taxes
Interesting read. There's no question that a #Trump presidency will benefit big business. The question is if these tax savings will trickle down to the average Joe, or will the companies simply horde their savings? I'm betting on the latter. At least the savvy investor can benefit as well by investing accordingly.