Now displaying: February, 2016
Feb 29, 2016
SEC Super- Tuesday outlook. What do polls show for Super-Tuesday? Rubio, Cruz, Trump catfight in debate. Rubio up, Trump down? Gov Christie endorses Trump. Where's growth message to help middle class? Where's corp tax cut? Will Hillary rout Sanders in SEC? Another Hillary email dump Friday night. Apple v. FBI Econ still in 2% rut. Profits coming in lower than expected. 2nd good week for stocks.
Feb 20, 2016
Have Republicans lost the growth message? Growth wins, catfights lose. Fred Barnes: are Republicans campaigning to lose? South Carolina primary outlook Pope Francis vs. Donald Trump Will GOP Senate process Obama’s Supreme Court nomination? Democratic economists attack Bernie Sander’s spending plans. But is Hillary any better? (69% tax rate) Profes or John Cochrane: growth is everything. Retail sales and manufacturing rise. No recession yet. Fed flip flopping on interest rates. Profits falling. Stock market not yet out of the woods.
Feb 14, 2016
Trump landslide-- Positive, optim message-- growth & national security. Message matters: Trump succeeded, Yellen failed. (Kasich improved.) Trump wants to overturn GOP. Stop money influence. S. Carolina GOP debate and primaries. Clincher for Trump? Evangelicals disappoint Cruz? Hillary panders to blacks, unions,women. But no mention of rash of cop killings. Lost women anyway. What exactly is Hillary's message? Obstruction of justice? Gross negligence? Soros/Goldman money problem? Explaining Bernie Sanders' "socialism." Stock market drop continues. Is recession coming? Israel's elite military force. But are they pulling back?
Feb 7, 2016
GOP debate on Sat. Tuesday Dem & GOP primaries. What's the picture? Trump off message? On policy, what are candidates saying? Message from Dems & GOP? Growth? Redistribution? Taxes? Do any Dems remember JFK tax cuts? Hillary on Wall St, attacked by Sanders. Ave wage of financial companies is $50K. Middle class. Obama oil tax. Is this a joke? Jobs mediocre. What will Fed do? Stocks slammed. Looks like bear mkt. S&P - 12% since May peak.
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