Two Big Presumptions So far, since the election the markets have traded on two presumptions: That the rhetoric will be enacted, That the programs and direction will be successful. What could go Wrong? First, the Democrats have gained a few…Continue Reading →
Populism is Alive Populism is alive and well and shows no sign of going away soon. In this past election we have seen both sides, the conservative Alt-Right side and the liberal Progressive side. Economic Populism From an economic standpoint it is about…Continue Reading →
It is kind of funny, Wall Street has put its own spin on what the election means, they hated the guy, they voted for the person who gave them $ 250,000 speeches, and now they have created their own story….Continue Reading →
Yesterday we saw Wall Street come to the conclusion that Trump policies will allow it run the boards again. So forget about the people that voted for Trump, if this takes off like Wall Street expects, the Trump voters will…Continue Reading →
While we jumped around a bit over the past few weeks on our ideas for the election, our central beliefs were discussed on July 25, 2016, check archives. It is interesting to see commentators on CNBC talk about bringing back…Continue Reading →
As we have said through this whole election process, it is a lot closer than the polls have shown. The big reason is Change is the key ingredient, and Hillary only has one Change ingredient. That ingredient, the change to…Continue Reading →