Aside from fake news revelations and how poorly the failing NY Times is doing, we should all be cognizant that certain sectors have already forecasted huge windfalls — which need to be fulfilled by the President, else they’ll be annihilated.
I know this is hard for many of you 75IQers to grasp, but stocks do trade on fundamentals, ultimately.
Banks: Need to hear about Dodd-Frank and big growth talk. The more shit Trump talks about America being great again, the higher $BAC will go.
Retail: The border tax idea will positively fuck retailers — since most of their crap is made overseas in slave factories. Any mention of China or Mexico will lower the market caps of $WMT, $GPS and $TGT appreciably.
Nuclear: I know some of you are worried about Trump getting his hands on the nuclear football codes, but that’s the least of your problems. We’re gonna have Saddam styled nuclear missile bomb parades, not before long — covered by the only news agency left in America: Breitbart.com. We want to hear about nuclear energy and the rebuilding of our nuclear arsenal. From what I’ve gathered, at present strength, we could only destroy the world 109 times over, sending the planet into an ice aged which would last 15,000 years. Clearly, this isn’t enough. We need MOAR. Look for moves in $UEC, $CCJ and $URG should Trump tout uranium.
Infrastructure: We want to hear about the wall and oil pipelines heading into the loyalist cesspool known as Canada. Also, we want to hear about superfluous things, like new bridges and airports, highways and tunnels. Bold words might help buoy the shares of $ATRO, $X, $FCX, $TECK and $HBM — amongst many others. But it’s important to note that this sector is already up big. The downside would be material should his infrastructure schemes be delayed.
Healthcare: Trump will defecate all over Obamacare tonight. It’s one of his favorite things to do, ever. Whether he has a better national plan remains to be seen. Personally, I rather miss the days when I’d pay just $1,200 per month for family insurance. I don’t think there’s any upside to the insurance companies involved here. If anything, look for big downside in big pharma and enterprising biotechs who’ve made a living off gouging the system. Names like $ENDP, $AGN, $GILD, $MNK and $VRX should be watched.
Additionally, we want to hear about lower tax rates — which helps almost all major companies. And, we want to hear about a tax holiday for money held overseas: repatriation.
According to Bloomberg, the following companies have the most cash overseas, as a percentage to their respective market caps.
$XRX, $MAT, $WU, $HPQ, $FSLR, $IR, $MUR, $WDC, $GLW, $HES
And here is Goldman’s top high tax rate plays.
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I love nuclear missile parades! Who is going to be the Grand Marshall?
Putin, I hear. As part of Trump’s outreach to the USSR…sorry Russia.
I like the well capitalized regional banks with good commercial portfolios. There will be consolidation; look for the ones trading below book. And the miners (extra JakeGint)
Don’t our nukes use the already-plentiful spent fuel from power plants? Anyway, isn’t spending on nukes likely to be focused on improving control and delivery systems, and not on more cores?
The irony is, he will hammer on the fake new against him, when in reality he fell for the fake fox news himself.
http://www.salon.com/2017/02/28/bill-oreilly-apologizes-for-interviewing-sweden-security-adviser-who-never-worked-for-swedish-government/
Sweden is a shithole thanks to their insane immigration policy. Trump did you all a favor.
Fake news alert http://www.thelocal.se/20170228/do-not-buy-into-the-lies-spread-about-sweden
Meanwhile, Trump is inciting racist murders http://www.theverge.com/2017/2/23/14717506/garmin-engineer-shooting-kansas
Maybe you should watch this interview and judge for yourself if the influx of 200,000 migrants, highest in Europe per capita, was a good idea for Sweden.
http://ibankcoin.com/zeropointnow/2017/02/27/moderate-muslim-immigrant-in-sweden-says-20-30-of-local-muslims-support-isis/
For every Trump inspired crime, there are 100 by violent leftards. Please
fake news, show me 2 of the 100 violent leftards
I have friends living in Sweden for many years. They say it’s true deal over there bro.
Dr Fly, check this opinion piece from the WSJ.
He argues that a 15% cut in US corporate tax, along with a 20% border adj tax and a 20% subsidy on exports will add $1 trillion over the next decade and 0.6% increase in GDP.
He believes the US retail exporters will be fine since the border adj tax will raise the dollar by atleast 25% reducing the cost of imports by enough to offset the tax. The $1 trillion added will ultimately be paid by foreign exporters.
I want to know your thoughts, doing more research on this now as well. As of the moment, I think the numbers are correct assuming the dollar does appreciate by 25%.
https://www.google.com/amp/www.wsj.com/amp/articles/the-illusory-flaws-of-border-adjustment-1488144703
However, the pride of oil will jump since it will not realize the benefits of a higher USD exchange rate. US Oil producers will suffer, but US consumers will experience lower oil prices. Unsure of the net affect there since history has shown the relationship is not even close to arbitrary.
Whoops…Oil will jump in respect to barrels sold to Europe and China*
Things Traders Should Look For During Tonight’s Presidential Address: popcorn
First words by Trump tonight: “Sit down and shut up.”