I’ve gotten a lot of mail lately regarding my perceived aversion to Donald Trump’s agenda and while I initially brushed off the criticism, I had an epiphany last night.
Yes indeed, I had a “come to Jesus” moment and as of Wednesday afternoon I fully support this “big, beautiful” wall. Let me tell you why…
Day: January 25, 2017
“Short Of A Lifetime” Back On?
“I’m not entirely sure how sustainable this is.”
How Is The Market Pricing A NAFTA Rethink?
I’d say it’s probably fair to suspect that when it comes to renegotiating NAFTA (“the
Shares Outstanding In Biggest Oil ETF Plunge To 13 Month Low
“Market perceives risk/reward as not very appealing with oil in the mid-$50 range and with expectations of an adequate response from U.S. shale production”
These Are The Best And Worst Performing Currencies Since Trump Took Office
Needless to say, I’ve spent a fair amount of time talking about currencies this year. As
Chart Check (Going, Going, Gone)
Score one for the shorts…
Thanks Populism: Brexit May Make British Pound “Irrelevant”
“To the extent that reserves serve as backstops against currency stress, rather than as sovereign wealth, the pound’s diminishing role in international capital flows post-Brexit should permanently reduce its reserve status.”
Wednesday Humor (“Voter Fraud”)
Indisputable evidence of voter fraud…
Daily Kickstart (Stocks Rise Across The Globe)
We start Wednesday with the dollar (where else, right?). Trump’s protectionist rhetoric and the lingering
Key Calls (Wednesday): Upgrades, Downgrades, & Initiations
Are your stocks on the list?…
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