Nov 12, 2016
Already, things are feeling better. Pence, Kellyanne, Trump-Obama, Trump-Clinton, Trump-Ryan. Unifying. Inclusive. Huge Trump rally in stocks. Pro-growth plan. Cong. Kevin Brady talks tax cuts & GOP agenda. Trump shift on Obama-Care? Will Fed raise rates? Should they? John Taylor & Michael Boskin: Are Trump-GOP policies correct. Take muzzle off econ. Infrastructure. Doug Schoen-John McLaughlin on election. Rustbelt-Sunbelt realignment for GOP? Did Obama far left policies kill Hillary & Dems in Congress & State Houses? Trump strategy for stocks? Winners & losers?
Nov 5, 2016
Race too close to call nationwide & battlegrounds. Hillary has become unsafe candidate. How can she govern w/ investigations? Grand jury? Obstruction? Lying to FBI? Appoint an attorney-general? Trump on message: Takes outsider to drain the swamp for tax cuts, dereg, repeal OB-Care, unleash energy, judges, border security, etc. Overturn elites who haven't delivered. Peter Thiel defends Trump. Need outsider to shake-up DC. WSJ: The Cost of Clinton, The Gamble of Trump. Civil discourse, bi-partisan deals? JFK & Reagan (Bill Clinton). Are Elizabeth Warren & Bernie Sanders running Dem party? Stocks fall 9 straight days (3.1%) on fears of Trump upset. But Trump is growth & tax/regulatory cuts. Good for stocks & economy. Hillary recession. BUY THE TRUMP DIP. SELL HILLARY RALLY. Subdued jobs report. Will Fed raise rates in December? How strong is economy? Yellen: Let economy run hot. High pressure economy. Tolerate above 2% inflation? Will Yellen be easier under Hillary and tighter under Trump? Gonna have to have deal between populists & free traders & tax reformers, No purity. Stocks to buy if GOP sweeps, or if Dems sweep.
Oct 29, 2016
Governor Mike Pence joins Larry while on the campaign trail just 10 days before Election Day
Oct 29, 2016
Comey re-opens Hillary email investigation. Criminal-grand jury? Cannot release new info? FBI revolt? Comey in trouble. October surprise? Just the facts, ma'm. Former US Attorney Joe deGenova. Trump issues discipline raising polls. Hillary email avalanche dropping polls. Gonna be close. GOP 3-house sweep? Overnights from John McLaughlin. Polls narrowing. ObamaCare death spiral? Cong. Tom Price. Mercatus Brian Blase. Gruber & Emmanuel lied? Hillary wants single payer. Huge spend, subsidize and tax increase. Elizabeth Warren & Bernie v. Hillary. How do Clinton & Trump tax policies compare? Take off muzzle & economy will roar. Obama recovery behind Reagan, JFK & Bush-Clinton. GDP only 1.5% y/y. Q3 really 1.9% ex fluke in soybeans export surge. Jared Berstein & Joe LaVorgna. December Fed rate hike? Dec fut say yes. Big internal inflation debate at Fed. 2% floor or ceiling? Yellen & Brainard? Inflation break- evens rising. 2-year 89 bps expect rate rise. 10-year yield rise. But I wish they wouldn't. Gold steady. Stocks over-valued a bit. Profits, productivity, costs & prices notr good.
Oct 22, 2016
Trump's Gettysburg speech: blunt & clear on tax cuts v. tax hikes. Prosperity v. recession. JFK, Reagan, (Bill Clinton). If Hillary's tax and spend, Obama 3.0, was going to work, it would have already worked. But it failed. Time for change. Please Mr. Trump, hold on to your defense of life, unborn, judges, Roe v. Wade to states. Gift from God. Is the race over? Still a path for Trump? Al Smith dinner: more incivility. Steve Bannon: vote-rigging, conspiracy Carlos Slim NYT, Jeff Bezos WAPO, get Paul Ryan? TV network w/ Trump? Trump ant-Nafta & immigration hurting in Arizona, NM, Colorado, Nevada. 32 electoral votes. McCain ok. George P. Shultz "Learning from Experience." Greatest living American. Kevin Warsh & LK. Write-in vote? Prof. Jeremy Siegel: Passive investing
Oct 15, 2016
What in God's name is going on w/ this election mess? Trump? Hillary? Voters hate them. No civility. No issues. John McLaughlin- Arnold Schwarznegger strategy? News conference w/ wife, apologize, back to issues. No Steve Bannon global conspiracy/Carlos Slim?/NYT/apocolypse now. Race not over yet. Arnold comeback Thursday before election. GOP Senate & House? Coordinated sex allegations? Media not covering WikiLeaks on Hillary/Podesta. Should Christians vote for Trump? Supreme Court? Arthur Laffer will tell us right policies to rejuvenate economy. World according to Laffer. What lies ahead for growth, jobs, rates, Stocks. Is election over? Hillary pulling away? What will her policies be? Power couple: Hillary & Paul Ryan? Agendas? Deals? Repatriation for infrastructure? Clinton tax plan v. Trump plan: Recession v. prosperity. Gold down, bond yields up? Yellen will overshoot inflation. No rate hikes. Sell banks?
Oct 10, 2016
New post by WABCAM
Oct 1, 2016
Hillary's tax hike plan is recession. Trump's tax cut plan is prosperity. But Trump must persuade. Kill the death tax-- Cong. Warren Davidson, R, NC What is Trump's monetary policy? Judy Shelton v. Scott Sumner. Attacks on Trump trade policy: Alan Reynolds v. Peter Navarro. Putin's master plan-- new book by Doug Schoen. Stocks up, profits down? Deutsche Bank impact? Fed to buy stocks? Economic crawl. Fall-out from debate? Polls moving? I am sick of Alicia Machado.
Sep 24, 2016
Big debate: What will Trump do? Hillary? Issues? Demeaner? Econ growth #1 issue, by far. Will Trump press it? How important? Horse race polls: Key states for both? Is Trump slipping? Will Ted Cruz campaign? Hillary hikes death tax. Are Bernie & Warren running Dems? Is Fed apolitical? Or is Trump right? Rate hike in December? Really? Wait for biz tax cut? Is Fed tighter than we think? Commodity indexes down. NGDP. TIPS. Dollar. Stocks liked Fed no rate hike. But, key indicators fell in August. Profits? Oil? Tax Foundation looks at econ plans from Hillary & Trump.
Sep 17, 2016
Trump econ plan: Big tax cuts, 4% growth, optimism, JFK/Reagan tradition. Trump plan: is a strong Trump dollar coming? False econ? Fed politicizing low rates for Obama & Hillary? Trump surge in polls: Hillary health lie? More on emails? Deplorables? Trump issues, esp econ. Swing states shift to Trump. Law & Order, cops, black outreach, softer immigration. Will Fed raise rates? Former Fed governor Kevin Warsh on need for big Fed reforms. Fed Up left-wing reforms? Political Fed? Economic optimism fades: New numbers for August uniformly bad. No productivity, no biz investment Are stocks in trouble? Falling profits; no rebound likely. Why are bond yields rising?