Tag Archives: President Trump

QOTD: Slouching Toward A Banana Republic

Could it be the markets are instead revolting against President Trump’s fiscal profligacy, and beginning to price in a potential debt crisis/major interest rate spike?   Just askin’. “I think the Fed is making a mistake. They are so tight. I … Continue reading

Posted in Equities, Fed, Interest Rates, Monetary Policy, Uncategorized | Tagged , | 3 Comments

Who is Mexico’s presidential front-runner ‘Amlo?’

North American geopolitics are about to get very interesting on Sunday.   President Trump is about to meet his match. As far as the United States is concerned, if the Trump era has strained relations with Mexico, Amlo’s election could change … Continue reading

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Trump Plays Checkers, Xi And Kim Play 3-D Chess

  …what Kim’s move reveals is a broader strategy at work. In the lead-up to the Singapore summit, should it still take place, Trump may be preparing for the wrong game: a two-player round of checkers when Kim is steeling … Continue reading

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Trump Says Unified Korea Could Happen

Do you think President Trump has consulted with President Xi about a unified Korea? It is highly doubtful China will allow a unified Korea, one under Western influence. Different Scenarios Our best case scenario is the South and North move … Continue reading

Posted in Geopolitical, Uncategorized | Tagged , | 12 Comments

eMac Rising: Macron Addresses Joint Session of Congress

eMac (Emmanuel Macron)  is emerging has emerged as the new “leader of the free world.” He was well received by the U.S. Congress today in an address to a joint session.   Remember Freedom Fries? Today’s speech on Capitol Hill by the … Continue reading

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JFK-Trump S&P Tracking Like A Tomahawk Cruise Missile

We had several requests after the close to update the JFK-Trump S&P analog given today’s ugly market. The analog continues to track like a Raytheon tomahawk cruise missile, acting with the precision as if its  guided with the same Digital … Continue reading

Posted in Economics, Equities, Uncategorized | Tagged , , , | 13 Comments

Send In The Neocons

Not a surprise, but still troubling.  Totally inconsistent with President Trump’s view on the Iraq War. I am pleased to announce that, effective 4/9/18, @AmbJohnBolton will be my new National Security Advisor. I am very thankful for the service of … Continue reading

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QOTD: Where Are They?

“There are no grown ups in the room.” – Chris Whipple,  March 17

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Every Little Thing They Do On Trade Is Tragic

And Half Baked. Every little thing they do on trade is tragic Everything they do is wrong Even though the politics are more dramatic Now I know trade diversion in steel is on — paraphrasing Sting’s, Every Little Thing She … Continue reading

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Major Stock Index Recovery Percentages

Bouncing around.  Doesn’t seem like many real sellers out there.  Traders and ‘bots push the indices down and then have to cover into the close.  We wrote about this in our Week In Review post this past Sunday. Risks are … Continue reading

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