Dec 13, 2016
Stock Market: The Trump Rally
This honeymoon is going on, and everybody thinks this is great and the narrative is feeding on itself but people are ignoring the big rise in interest rates and assuming none of it matters. All of a sudden higher rates do not matter because we are going to get all this extra growth from the tax cuts and from the government stimulus. Well, the rarity is if interest rates rise it does not matter about the stimulus, the sedative that will result from higher rates will more than offset it, plus the markets are assuming that higher interest rates will have no effect on U.S. asset prices or the economy. They are wrong on both those counts.
at 5:42 AM
- ► 2020 (69)
- ► 2019 (89)
- ► 2018 (169)
- ► 2017 (188)
- Gold: We Will Have A Bull Run Next Year
- We Cannot Stop The Bubble From Popping Nor Should ...
- The New Year May Start With A Sell-Off
- As Interest Rates Go Up, That Automatically Brings...
- The Bond Market Bubble Has Already Bursted
- The Stock Market is Overvalued
- Gold Will Rally in 2017
- Gold: Inflation Will Rise Much Faster Than Interes...
- Will Donald Trump Produce Any Economic Growth?
- The Housing Market Has Been Propped Up By The Fed,...
- Markets: If Interest Rates Go Up, The Bubble Pricks
- Stock Market: The Trump Rally
- Rising Oil Prices & Interest Rates Will Negatively...
- U.S. Dollar: The Bearish Case
- Commodity Prices Are Going To Rise
- If Mortgage Rates Keep Rising Real Estate Prices W...
- Bond Market: The Beginning Of A Huge Collapse
- Investors Should Be Selling The U.S. Dollar, Not B...
- ▼ December (18)
- ► 2015 (344)
- ► 2014 (429)