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A Perma-Bull Turns Bearish: “I’m Worried”

"It seems a weird time to suddenly turn bearish, but I’m overwhelmed by a large sense of concern as I gaze across markets."

"It seems a weird time to suddenly turn bearish, but I’m overwhelmed by a large sense of concern as I gaze across markets."
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3 comments on “A Perma-Bull Turns Bearish: “I’m Worried”

  1. “Trump wants to specifically raise taxes on imports from China and Mexico. So, in trade terms, mainly cheap clothes, food and oil, leaving expensive or luxury goods alone. That looks like a focus on eroding the consumer’s purchasing power. The U.S economy depends on the consumer, yet the administration calls the policies pro-growth”

    This, in the US economy the consumer is king. Nothing I have heard mentioned as far as policy goes is going to help out the consumer go roaring ahead. You are not going to break 3% growth YoY without them. So where’s this “growth” coming from?

  2. Curt Tyner

    Question? What is the point of all this? Just to keep going in this direction or what, force these economies to expand, then what, force them again and again? Is their a end game? A better world economy? A more stable and sustainable planet with 7-8 billion (+more coming) population that can’t be stable or sustained. What is it? Take more because I can and give nothing back in return. WHAT? More control of your $$ and or lives. Well their standard bearer is in the right place (for now) as Orange julius cowers the enemy. This status quo thing is nothing more than a ponzi scheme. WHO BENEFITS? Not people who actually pay taxes, we are the suckers in this LITTLE drama. Lots of people know something is wrong but don’t or can’t know what to do about it. What is their end game?

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