I promise you, I am not getting bearish again. I’m merely stating the obvious here — 36% of stocks are up today and yields are shooting higher. $TLT has been a wanton underperformer — making it harder for any debt fueled stimulus program to ever come to fruition.
On the day of the tentative Trump proposed healthcare bill, hospital stocks are getting flayed — with heavy losses in $CYH and $THC. On the infrastructure end of things, basic materials, once again, are on the downside — with outsized losses in aluminum and steel names like $MTL, $SCHN and $AA.
It’s noteworthy to see $ESRX and $MCK down — as he highlights potential loss in either volume or margins for Trumpcare.
Also, all of those EPA induced trucking plays and oil and gas plays are decidedly on the downside. This could be due to investor concern over Trump’s overall agenda or profit taking.
Instead of hiding out in defensive names, I’ve opted to remain in 100% cash until I sense a true opportunity. We’ve had a hell of a run and the winter thaw is here — some are starting to wonder if anything will change in government or maybe we’ll just get more of the same, with a heavy dose of Fed rate hikes. Either way, I think it’s smart to sideline some cash now and wait for the nuclear fall out to settle — infecting and killing millions — at which point it will be safe enough to dive back in and pick up the pieces.
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Yes!! Only a matter of time now…
http://www.belfasttelegraph.co.uk/news/uk/former-uk-agent-breaks-silence-over-trump-dossier-35509802.html
Not credible. Fuck off shill
but muh russians
Vlad the Impaler has Trump over a barrel. NO HOMO.
Not only is it credible, but its fact that his work was funded by the republicans.
DO you know what’s credible? Democrats lost 1200 offices since 2010.
Short term noise. GOP is screwed once/as boomers die off.
Screw the dems, i’m a Bernie lib. This Steele thing is gonna blow wide open.
Bernie Lib = Communist. Screw communists. We’ve seen the results. Not pretty.
The funding source is meaningless. It was no secret that the Republicans didnt like Trump either……thats Trumps whole appeal, he isnt beholden to either party. BOTH parties view Trump as an outsider and threat to their agendas.
WOW, this is shocking, a single, privately compensated, former intelligence officer was willing to write up salacious and unproven stories for profit? No way, I simply cant believe it. Whats that you say?……no evidence to support these theories? Steele is the only one that was able to get a hold of this compromising information? No gov’t intelligence to corroborate? Seems legit. Ever heard of Confirmation Bias Benny? you have it BAD
How would Bernie tax corporations if he wants to own them all? I don’t think you know what communism is old man. Bernie just knows that taxpayers pay taxes and expect something in return other than watching corporate revenues soar as wages stagnate and angry Arabs mad we blew up their country start blowing stuff up.
The average American spends more on housing and other expenses than they did 50 years ago. We were not communist 50 years ago.
Nobody can afford rent for a one bedroom apartment in any of America’s ten largest cities working 40 hours minimum wage.
Nobody can afford to pay for college working part time at minimum wage.
These are things most boomers could have done in their day. Today they can’t. Bernie’s plans would enable this to happen.
This involves taxing the rich so they pay, on average, what the middle class pays.
Bernie is much more like FDR (also labeled a commie by the conservative jerk offs in his day)
and FDR won the war, built the nukes through government spending, gave us social security, stopped the freefall in employment dead in its tracks in 1933 with the New Deal legislation.
Look at a chart of unemployment from 1929 to 1945. Very pretty.
Prove me wrong.
Learn to stop worrying and love the bomb.
Word is bond, shun.
I’m doin the same thing for the time being. Not feelin the vibe right now playboy.
Fly is GOD
Well, i don’t know about…God?
…Damn close though.
Risk Parity getting hammered …
One year T-Bill hits 1% for first time since Nov. 2008 today
Steele is going to testify in the US!
It’s over, pissgate is here.
Some good reading material: https://www.buzzfeed.com/kenbensinger/these-reports-allege-trump-has-deep-ties-to-russia?utm_term=.mwnEoJyXN#.giLvVyPdg
No wire tap folks. It never happened!
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