Crowd Beginning To Exit Long Dollar Trade – Ep. 242
Summary: Goldman Sachs is no longer recommending a long trade on the dollar. The dollar was previously regarded as a conviction trade, first over speculation over Fed rate hikes and then over Trump ex...
19 Apr 201732min
Is Donald Trump The Next Jimmy Carter? – Ep. 241
Summary: Donald Trump's promises on healthcare and smaller government appear to be fading behind news of increased military spending, infrastructure spending and compromises on health care and tax ref...
14 Apr 201740min
Trump Train Ready To Derail – Ep. 240
Summary: President Trump's campaign promises are falling by the wayside one by one. First the backfire on the replacement for Obamacare, and then, just as talk of tax reform heats up, the administra...
11 Apr 201731min
Trump Needs To Lead Not Oppose The Freedom Caucus – Ep. 239
Summary: President Trump needs to lead, not oppose. He is opposing the very forces who put him in office. By aligning with the mainstream Republican Party, he vacates the opportunity to lead the eco...
31 Mar 201742min
Over-Confident Republicans Poised For Disappointment – Ep. 238
* On Monday the market got its first opportunity to react to President Trump and the Republican Congress' failure to repeal and replace Obamacare * With something more palatable * And as a result,...
29 Mar 201730min
Obamacare Lives To Die Of Natural Causes – Ep. 237
* Earlier I talked about the Trump honeymoon, and my belief that it wouldn't last long, in fact I thought it might have ended before the marriage began with the inauguration * It did carry on a bi...
25 Mar 201731min
Why A BAT Will Clobber The Dollar – Ep. 236
* U.S. stocks ended the week with marginal gains * In fact, the Dow Jones was up only about 12 points on the week * The real action happened overseas * Foreign markets were strong, particularly ...
18 Mar 201737min
Fed Hikes Rates To Feign Confidence – Ep. 235
* Today the Federal Reserve raised interest rates for the third time in 10 years * Of course, the tightening cycle began with the first rate hike in December of 2015 * Followed by the second rate ...
15 Mar 201733min
