Monthly Archives: August 2016

The Fed Is Not Going To Raise Rates In September….

Why no rate rise in September?  Because there is a US Election in November.  An unwritten Fed commandment is “Thou shalt not appear to overtly meddle in politics.“**  Without a gun-to-the-head turn of events, they will put it off until December. What … Continue reading

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What Did I Get Wrong On Trump?

I didn’t think Trump would win the nomination.  What did I get wrong? What did I expect?  A wall of Money to coalesce around a single alternative.  Probably Rubio.  Like one of those ugly goal line football plays.  Standing him up and … Continue reading

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Trump Has Peaked…

Trump has peaked.  Why?  Because he’s not making any new friends; just new enemies.  We’re at that moment of weightlessness at the peak.  Before the slide really begins…  I think it ends in a crushing defeat.  Trump is like a “story” … Continue reading

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Trump Will Lose Big. He’s Peaked.

Barring some major “Black Swan” event, Trump will lose and lose big.  That’s a Strong View Not-So-Lightly Held (grin).  What convinced me?  Among other things, see this photo I took Tuesday (after both conventions). Note what isn’t in the window – no TRUMP … Continue reading

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