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 →
In watching the Debate last night, it became clear to me that Trump’s “Make America Great Again” slogan is an after thought. His slogan is really , “It’s Me, Me, Me. So we can forget the idea that he has…Continue Reading →
As the 2016 Election slides to new lows, it is difficult to know where to place your vote. It appears that the Don’s personal implosion is pretty much going to seal his fate and we can thank him for the…Continue Reading →
Yesterday, our Macro Cycle Stock Market Indicator turned Bearish. Looking back at this indicator, for years it was bullish as the various QE’s kept the market in an upward direction. In July 2015, it turned Bearish and stayed in that…Continue Reading →
What if Trump wins the Presidency and the Democrats take over the Senate and the House. I think it is worth pondering. Trump, who is really an elite Democrat in disguise (kind of a Schumer-Harry Reid type), coupled with new…Continue Reading →
I have been trying to say nothing about this election, having from my perspective said it all back on July 25, 2016. But the reality of it all is falling into place. Starting with the Reagan Administration, the focus in…Continue Reading →
Last night I was reading a piece that Paul Samuelson wrote 12 years ago titled “Where Ricardo and Mill Rebut and Confirm Arguments of Mainstream Economists Supporting Globalization”. It talks about comparative advantage and how this principle is a core…Continue Reading →
While the media is doing its best to show that the election is over, the fact remains that we are looking at two very flawed candidates and anything could happen before this is all over. While Clinton has a lot…Continue Reading →
This summer especially, my focus has been all over the place, so maybe I could say I have not been focused. With the focus of this website supposedly dedicated to the junction of economics, markets, and politics, it would be…Continue Reading →