Now displaying: October, 2017
Oct 28, 2017
Fate of the dollar held by next Fed chair. But no one talks about this. King Dollar necessary to bolster tax cuts & maximize growth. Next Fed chair? Trump announces this week. Why would GOP raise tax on millionaires? 401(k)? Salt? Why Dems doubt America's ability to produce & compete? Fast-track tax cuts? CEA/Hassett sees faster growth, more jobs, higher after tax wages for middle class wage earners. Trump gets boost from 3% econ. Biz investment up, anticipating tax cuts. Stocks up, gold down, dollar up. Growth trades. Carly Fiorina honored by The Human Life Review dinner for Great Defender of Life. Crazy story about Free Beacon funding GPS Fusion Trump Russia dossier. What about uranium deal? Mueller's first charge filed.
Oct 14, 2017
GOP still not have 50 Senate votes for budget. Thad Cochrane deathbed. SALT? Corp rate phase-in terrible idea. Don't let process stop good policy. Suspend rules to win. Play hardball like Dems. Growth, not deductions is key point. Gen Kelly: longer Fed process. More interviews. Yellen? Warsh-Taylor ticket? Growth v inflation. End Phillips curve. Chair should favor Trump growth policies. Trump won't certify Iran. Put to Congress. Will Afghan policies work? 16 years. Taliban. What's different now? Trump stops cost-sharing subsidies to insurance co's. Dereg mandates for more choice. Stocks still rising. No recession. No inflation. New profit numbers. If budget not passed, stocks vulnerable. New Fed chair. Insurance & hospitals at risk. Jamie Dimon attacks bitcoin. Nafta? If other countries subsidize, should we? If they're not free market, why should we? We didn't go socialist, or communist. But we won econ war. Imports v. exports.
Oct 7, 2017
Kevin Hassett spanks TPC. corp taxes & wage-earners. Lower marginal rates = growth. Gary Cohn: 3% growth ultimate pay-for? How you gonna get it done? Process must not block growth policies. Hardball. GOP mau-maued on top rate? Class warfare never works. Why penalize success? End war on biz? Salt? Deal? Inheritance? Timing after budget Res? End investment penalties? Earnings stripping? Global minimum tax? Capgains? State of econ? Trump factor? Massive dereg-- Treasury yesterday. Fed orthodoxy: rapid growth causes inflation? High rates choke off Trump boom? Trade worries: NAFTA & Chamber. Car parts. US domestic content. No arbitration. Why are trade deficits bad? Whirlpool v. Samsung? Whirlpool? Anti-dumping? Injurious to US firm? Why are trade deficits bad? Capital inflows? Stocks: Fear Not. 20 x next year's earnings. Rising econ, profits, capex, dollar. Gold falling. Cyclical growth stocks. Neal Freeman: Skirmishes. Bill Buckley changed conservatism? Mayor run in '65. Where is conservative movement now? Trump? Money & Politics: Why can't Dems cut taxes? JFK? Senate budget res get job done?
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