With Trumponomics getting stuck in the mire of D.C. politics, investors are vastly overestimating the chances of significant tax cuts and infrastructure spending anytime soon—if at...
The governments’ massive interest rate manipulation and a record amount of new debt accumulation have engendered unprecedented equity, real estate and fixed income bubbles across the...
Unless the Donald can put some tax and regulatory meat on the bones very soon, the US stock market should suffer a huge fall.
There isn’t much the government can do to encourage another round of debt accumulation to pull the economy out of a death spiral.
Trump pushes through a simplification of the tax code that is done in a revenue neutral fashion through the use of a border tax adjustment or...
After many false promises and one false start, it is becoming evident that 2017 will be the year the Federal Reserve finally begins down the road...
A top priority of the Trump presidency will be a reduction in the tax rate for the repatriation of foreign earnings on U.S. companies.
The yuan fell to an 8-1/2-year low in November and has dropped 6% against the dollar so far this year despite the government’s efforts.
Assuming much of Trump’s fiscal plans get passed in the first 100 days in office, the back-of-the-envelope estimate for 2017 would be: $616 billion baseline deficit,...
It’s less likely that Trump’s “Morning in America” will be as favorable for stocks give today’s lofty PE’s.