Trump’s worst case scenario: In an environment where nothing is too bizarre, New Alliances may start to make sense, What if China, Mexico, the EU, & Canada decide they have had enough and join together in a mutual trade and…Continue Reading →
As the Trump period unfolds it is becoming clear that the Global World order is moving to China and Europe along with their American partners Canada and Mexico.
Sorry Janet, you don’t count in terms of adding your name to the rally, you have just been the water girl keeping this artificial environment alive, and Barack, we will leave your name out as you have been the unwitting…Continue Reading →
Trump could be successful President in Economic terms, he moved over the top in the election with a huge populist win of the disaffected, the group Bernie Sanders courted, the group that were dismissed by the elitest Democrats. But anyway, now…Continue Reading →
No Sign of a Bottom on T-Bonds and Gold Yesterday I had a number of questions and comments come through my private email group. A question that predominated was based around the fact that the charts for Gold and 30 yr…Continue Reading →
Disruptive Deep Change We are looking at buying Gold and T-Bonds today. This is not a play on inflation, but more on the order of a clean out phase of the deflation cycle which is forecast to end in October…Continue Reading →
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 →