Trump is Good As Long As Markets Keep Going Higher

It must be incredibly frustrating for bears who are positioning for political uncertainty. Traditionally, the shit that’s taking place now, scandal after scandal and trade wars, would produce a toxic environment for stocks. You know it and I know it.

I used to say the Fed was keeping markets afloat with their tricky ways; but not anymore. They’re out of the way, even being dicks by jacking up interest rates whenever they get itchy.

So why are markets higher? What the fuck is going on?

Well, this recovery was planted in the ground before Trump got into office. The very evil Obama is the one who presided over the recovery and corporate profits were heading higher. When Trump got into office, he sort of stumbled upon a great happening and then super charged it with some regulation and tax cuts. The market isn’t being run by nice charts and technical breakouts, like some of your more inane market ‘experts’ might have you believe. It is being fueled by corporate profits — even in the retailers.

Because earnings and free cash flow are up, so are stocks. And because of that very fact, a certain Donald J. Trump is safe from the gallows and all of the people who want to see him there. If markets crash and become miserable for big business, he’s a goner.

Even more incredulous — if markets are up in 2020 and he runs again, in spite of the frenzy in the media and blue check marks on Twitter, he’ll get reelected and torment half the country for another 4 years of shit-posting.

Prove me wrong. Trades in Exodus are emailed and texted in real time. This is winship delivered to you daily, with the occasional XIV black swan event.

Introducing RP, my latest pick. Unstoppable.

Today’s purchases include VNET, FAS, and RP. Holding ~40% cash. I’ll chill for a few hours — maybe nibble on something before the bell.

I gorilla glued a triple upside bankster ETF to my portfolio, looking for a breakout above $70 and open field running with no socks — clear to $80.

When it happens, you’ll be crying in your shower for missing out, believe me.

This is what we do in Exodus all day every day — non-stop winning with extreme perversion.

Booked 8 winning trades, including my infamous triple sized IQ position — which was a touch over 17% of assets. Mind you, it was a 14% victory. You tried to stop me — but you failed. Now die.

Now that I have a fuckload of cash, I’ll be taking my time to reenter the market — opting to take a fresh look at things, post crop harvest. I’m a rich man now and nothing you can say can derail me. My next slew of positions will only increase my power and strength. Why, you should fear what I’m going to do next.

Maybe stop reading this now, else you might soil yourself.

Nasdaq is down — but I don’t give a fuck.

I’m buying piece of shit Chinese stocks — because nothing says “try to stop me” like doing that.

My stocks are mostly lower, sans SMAR and RNG — but I’m eagerly optimistic!

In a speech given this morning, Larry Kudlow said 4-5% GDP is a possibility and the Trump tax cuts were nothing more than a mere appetizer for things to come. Additionally, he believes there is a demand to make cuts permanent and also add a few more rounds of cuts — an investment of sorts into the long term growth of America.

LIVE: Larry Kudlow, director of the U.S. National Economic Council, joins @MadMoneyOnCNBC's Jim Cramer. #DeliveringAlpha https://t.co/N5Loknkv3o

— CNBC (@CNBC) July 18, 2018

Believes there is a movement on the hill to make tax cuts permanent and add new cuts.

RT CNBCnow: NEW: Trump's top economic advisor Larry Kudlow says the admin. is looking at a number of pro-growth options to further tax reform, which could include a 3.0 and 4.0 tax plan#DeliveringAlpha pic.twitter.com/TpL4BHuJiI

— Emperor Commodus LLC (@EmpComLLC) July 18, 2018

Top White House economic aide Larry Kudlow says "there is no recession in sight," adding that he is hearing EU's Juncker is bringing a "very important free trade offer" when he visits next week https://t.co/15OKxakVjs pic.twitter.com/43KMXfT21P

— CNBC Now (@CNBCnow) July 18, 2018

And here is the full interview with Cramer and Kudlow.

Watch @CNBC's broadcast: Larry Kudlow live from Delivering Alpha https://t.co/JxTdeCxN1D

— ?LivingINtheLeap©? (@Enlighten__Up) July 18, 2018

On this news, I expect stocks to rip the faces off bears. Prepare for even more glory.

The perma-bears over at ZH have a nice piece on Russian meddling into the US treasury markets. Apparently, they sold them!

Readers may recall that last month we first reported that for all the confusion about sharply higher yields in April, the explanation was simple: it was Vladimir Putin who liquidated a whopping half of Russia’s Treasury holdings, which declined by $47.4BN to just $48.7BN – the lowest since 2008 – from $96BN in March.

But wait, it gets better, because as Trump continued to jawbone about more sanctions targeting Russia, Putin did not stop and in May he continued what was an outright liquidation of Russia’s TSY holdings, which plunged by another $40BN, or 82%, from $48.7BN to just $9BN in May. Keep in mind this was over $100BN at the start of the year.

It appears that When Putin warned he would diversify Russia’s state reserves -out of Treasurys – he was serious.

And this is what a very politically motivated liquidation of Treasury holdings looks like.

With that in mind, they have very little left to see, so we might as well bet boolish on bonds now.

Prove me wrong.

Get your marshmallows ready — because this bitch is about to burn down.

Bitcoins and friends are holding onto today’s gains like stupid on stockbroker. Believe me, no one is ready for a run in BTC-ETH-BCH-XRP. If prices continue to rise, fuckers will get caught short and burned alive inside their houses of ill repute.

I will own a pastiche of coins, all down more than 60% from my basis. But down 60% in this asset class is child’s play. Plus, I am committed towards the experimentation in this investment medium and will buy MOAR, given some stability and appreciation.

A lot of you ass-clowns, like Ramp Capital, are ICO haters and will miss out when this wave of prosperity filled with lambos and mansions smashes thru the windows of Wall Street.

My advice to all HODLers: unfollow people like Ramp Capital and keep buying BTC, or your favorite Binance listed coin, with your credit cards.

What can go wrong?

Literally nothing.

Do not ever expect me to convey news for the crypto sector, for it is all smoke and mirrors. Let’s all agree that the moves are random, arbitrary, and totally detached from reality. With that in mind, we can trade these vehicles without being emotionally attached to them, eschewing the tenets of HODLing — because that shit is both stupid and retarded.

I stepped in and bought SRAX, already up bog, because it’s a crypto blockchain play with good technicals, small float, and little overhead resistance. Many of the other plays are jam-boxed by potential sellers at higher prices. Not SRAX. This faggot is about to whip-saw the fuck higher, whether you like it or not.

BTC is higher by 10%, Ripple by 8%. Many of the ‘chain’ plays are running, such as RIOT and OSTK.

Aside from this, solid day in the markets. I look forward to a continuation tomorrow. Very soon, I will be a rich man, harvesting my crops.

Republicans are fixing to check Trump’s tariffs games. Also, Amazon said Prime day is going much better than expected. Everything is fucking great again and the SAAS sector is on fucking fire.

Nothing can stop us. The stock Gods are trash and I spit on them.

All of my stocks are heading higher, especially ROKU.

My recent picks, RARE and APPF, are destined for greatness.

I now blog in short sentences — because I am robotically inclined to making money now and do not have the inclination for creative prose.

It is up to you now, the unwashed swine, to think in flowery terms, invest alongside a living legend, bank immense coin.

I’ll be going now.

Good day.