The markets have gotten euphoric since the Trump election, apparently because someone believed what he was selling. Take a look at the broad market jump (powered greatly by the bank jump), and even more unbelievably the bank index jump.

banks out of control

 

Published in BoomBustBlog

 Donald Trump's recent Tweet discusses how Russia has gotten stronger at the behest of President Obama.

 

 Let's take an empirical look at that claim.

Published in BoomBustBlog

The US stock markets, and the banking sector in particular, have been on a tear since Trump's election. Here's a factual look to determine if all of the capital appreciated hoopla is really worth it.Trump Obama and the markets.png

Published in BoomBustBlog

Continuing the conversation of whether it's time to short America, we investigate the administration's plans for protectionism and a tax holiday for corporate capital repatriation. The first question that needs to be asked is, "Who benefits from this, and why do they want it done?"

thumb Trump economic netowrk

Published in BoomBustBlog

Burnt DollarThe animal spirits are whispering... They are calling into question the stability of the US in light of the significant geopolitical uncertainties introduced by the new US administration and how that plays into increasingly unprecedented global macroeconomic forces coming into play as the EU and US achieve their long sought after inflation in a world of negative interest rates and central bank sponsored asset purchases to distort the markets.

These spirits are whispering... Is it time to short the United Stages of America?

 

Published in BoomBustBlog

 Trump's fiscal stimulus proclamations in addition to his border tax rhetoric puts a definitive boost behind the USD. 

123111

Published in BoomBustBlog
Friday, 27 January 2017 09:10

What Trade War With Mexico May Mean

Blockchain based closing process

A border tax would hurt foreign companies that rely on cheap Amercian labor in Mexico would get hurt first, and then the increased costs will get passed on to the US consumer. This is all part and parcel of going after Mexico via a trade war/ This also doesn't take into consideration the fact that Mexico purchases a lot from the USA as well.

Published in BoomBustBlog

Trump trump towerIn social media and mainstream media, I often hear Donald Trump quoted (by himself, and others) as an extremely successful, self-made man. As an entrepreneur for nearly all of my life, hailing from a working class family - with a strong bent for numbers and analysis, I questioned this. 

 

Published in BoomBustBlog