Is Steven Mnuchin A Step In The Wrong Direction?
I want to continue my discussion of Steven Mnuchin to fully contextualize his impact on the Trump administration. With the decision to hire Mnuchin as Treasury Secretary, we have received a great amount of information on how the next four years will look. I will explain the two possible directions the administration can go in…
Is the Great Sector Rotation Merely Average?
Tonight let's review the great sector rotation as money continues to flow in and out of sectors. Who are the winners and who are the losers? Let's take a look at how this is turning out and what to expect moving forward...
Kellogg’s Feels The Breitbart Effect
Kellogg's vs. Breitbart. The reason I did an article on the controversy surrounding Grubhub’s CEO’s comments about employing bigoted workers was because I noticed a tidal wave size trend of Trump supporters getting outraged at consumer brands for offending them. I said we are living in a new world where it is the political right’s…
Steven Mnuchin Picked As Treasury Secretary
Yesterday I posted an article about why John Allison would be a great pick as Treasury Secretary. As few hours later, Trump picked Steven Mnuchin, the finance chairman of his campaign, to be his Treasury Secretary. Trump may have met with John Allison to seek his incite opposed to actively considering him for the role.…
Can This Halt The Economy?
As mentioned the other day there are severe risks to economy when interest rates go up quickly. In tonight's video we will discuss the biggest risk to the economy as interest rates near this critical level... To learn more about how you can take advantage of these uncertain times join us for this free online…
YouTube’s Algorithm Determines Its Future
YouTube's algorithm is at the heart of the most popular online video website in the world. What determines its future success is actually the most secretive part of the website. This black box is the algorithm. This mathematical formula determines what content you see. It’s similar to the Netflix algorithm which suggests new movies and…
Is the Asset Rotation Rubber Band Stretched too Far?
Assets continue to rotate as the dollar sees levels it hasn't seen in over 14 years. Let's find out if the rubber band has been stretched too far or if there is more room to run...
Trump May Pick John Allison For Treasury Secretary
Investors are going along with the same belief system voters had when they chose Trump. Trump has taken multiple positions on issues which caused his supporters to envision their personal opinions on Trump and assume he was fighting for them. Investors are imagining the best possible scenario where he’s pro-business (possible), in favor of free…
No Need for Predictions
Investors are pricing in the pricking of the asset bubbles without selling equities. Bulls believe stocks will continue to rise even if interest rates increase even though they supported their claims for high equity valuations by saying interest rates are low. At all market peaks market consensus is wrong, but the current situation is much…
Fate of the Markets Rests Within the Bonds
After nearly 3 weeks going straight up stocks took a rest today led down by the RUT, which was the leader on the upside. After 14 straight up days one red candle doesn't mean anything. I want to turn your attention to what matters most for this market. The bond market is at a pivotal…