Don’t forget to laugh.
Category: tax reform
A December Hike And Yellen’s Last Hurrah: Full Week Ahead Preview
A snowy hike and so much more.
Goldman Answers 7 Questions About Their 2018 U.S. Equity Outlook
“How can you be “rationally exuberant†about the path of US stocks in 2018 when equity valuations are so high?”
#TaxScamBill Is Trending After Pictures Of Hand-Scribbled Margin Notes Go Viral
“They are scribbling in the margins. What could go wrong?”
American Families Are Now One Step Closer To Getting A Corporate Tax Cut For Christmas
“Not a single member of this chamber has read the bill.”
What If This Is The Top? A Truly ‘Taxing’ Concern
“But here is another idea. Although I agree the tax cuts are far from being priced in, what if this change causes a massive rotation out of growth and into value/financial/stocks-that-benefit-most from tax cuts, and in doing so, causes volatility to rise? If volatility rises, then for a whole host of different reasons, market participants will be forced to de-lever their stock portfolios.”
Leftovers: Full Week Ahead Preview
Ok, look: if you’re still hungover from a combination of turkey, greasy mashed potatoes, and copious amounts of not-quite-top-shelf red wine, it’s time to snap out of it because last week is melting into this week as tends to happen historically on Sundays.
Some Inconvenient Truths.
You’re welcome…
How To Hedge Against A 5% S&P Decline From Tax Reform Failure
One of the caveats in Goldman’s outlook centered around the idea that tax cuts might not materialize or, perhaps more appropriately, that this process will continue to be so fraught as to make it a source of ongoing angst as opposed to a reason to celebrate.Â
‘So They’ll Bleed’: Here Are The Winners And Losers From Trump’s ‘Middle Class’ Tax Cut
And you know what? It won’t matter.
Exodus: U.S. Funds See 3rd Largest Junk Outflow On Record
Just how nervous did folks get during the junk bond rout that finally took a breather when spreads tightened materially on Thursday?
Death & Taxes.
“That’s one small step for rich people and corporate ‘citizens’ and one giant leap for Republicans who can’t get shit done”…
More Questions, Less Answers.
Not what I would call an “upbeat” session.
A Truly Taxing Day.
Thursday, bloody Thursday.
Market Gods Are Angry: Bulls Hit By Tax Cut Delay, Junk Bond Drama, Nikkei Jitters (Full Text Of Amended GOP Bill)
Well, if you’re in risk assets – or short vol. – you probably feel like the world is conspiring against you on Thursday.
‘Great Again’
Are we there yet?
Can You Feel The Tension?
Nobody strike a match.
Market Is Losing Its Damn Patience With This Tax Reform Thing
“Seeing is believing.”
Trump Ready To Sign Executive Order On Obamacare Mandate, But Will Wait And See If Republicans Screw Up Tax Bill With It First
“The Trump administration has prepared an executive order that would unravel Obamacare’s individual mandate, but”…
Elizabeth Warren Eviscerates GOP Tax Plan: ‘American Families Are On The Ropes’
” Stock ownership is highly concentrated among the wealthiest 1 percent of Americans – and half of all Americans don’t own a single share of stock – so the Republican plan will be a bonanza for America’s richest.”
Your Complete (Updated) Guide To Tax Reform That Will Never Pass
That may indeed be “the plan” but you know what they say about the “best laid plans” – something about how they often go awry as soon as a sitting President calls a Senator from his own party ‘Liddle Bob on Twitter.
‘Do Something!’
And that, folks, is the week.
Much Ado About Nothing.
Not sure where the fireworks were but maybe you can point me to them.
Is This The Tax Plan ‘Rally’?
Is this it?
Paul Krugman Asks: Why Are We Being Subjected To This?
“I find it fascinating that all this misery, plus the possible destruction of constitutional government, may happen without even making the intended beneficiaries happy.”
Trump’s Definitive Answer On Tax Cut Phase-In: ‘We’re Not Doing That. Hopefully. But Some People Have Mentioned It.’
Any idea what that means? No? That’s because it doesn’t mean anything.
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