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Saturday December 10, 2016 - 16:31:30 GMT
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Selected GVI posts from Friday
| GVI Trading john bland 18:53:43 GMT - 12/09/2016 |
I don't think I posted this yesterday. In the Chinese trade data reported for exports in November, net exports (y/y) finally went back positive. They indicated demand from Europe and North America was up while the developing world remained soft. Straw in the wind??
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| GVI Trading Jay Meisler 17:10:30 GMT - 12/09/2016 |
People have short memories as can be seen the way those who bashed Trump are sucking up to him now.
We will see how the common folk fare with those in his cabinet favoring business over employees.
Swamp has not been drained but refilled.
Edit Delete |
| Brisbane Flip 17:04:01 GMT - 12/09/2016 |
Jay don't you think it's odd the way we are told this is some wave of good will and optimism???
TRump not only lost the popular vote, he lost it where the money is. There might be plenty of trailer trash who are pumped on Donald's victory but the real wedge in California and East Coast are surely less euphoric than CNBCs Kool aide devotees.
As was pointed out to me by an American mate today "In butt-f.ck Idaho Donald is huge. Unfortunately those people don't have any money to spend"
Edit Delete |
| Mtl JP 17:00:27 GMT - 12/09/2016 |
Flip making laws is not as complicated as enforcing them, which is more important.
Edit Delete |
| Brisbane Flip 16:56:23 GMT - 12/09/2016 |
Financial markets have never had it so good as they have in the past eight years but now they are believing their own BS. I think there are real possibilities like bringing offshore profits back with lower tax rates but there is going to be some real compromises and paring back in expectations due to actual budget bottom line consequences. Paul Ryan understand this I believe. Trump is going to find out that if promising lower tax, higher government spending, less regulation but safer regulation, less Chinese imports while keeping inflation and rates near zero, more US trade but not penalising US companies who make gillizaillions manufacturing globally, ramping up defence at the same time as not having as big a global presence.....it goes on but you get the idea. The guy is a populist but governement is about those pesky details It's going to get harder in government. Look at his apointees...they are the same insiders he promised to avoid.
Bottom line...making laws is painful and complicated. Trump is a salesman. Paul Ryan will come up with the policies negotiate their passage and Trump will call them his own. I just don't think it will be much different to what we have.
Edit Delete
| GVI Trading john bland 18:53:43 GMT - 12/09/2016 |
I don't think I posted this yesterday. In the Chinese trade data reported for exports in November, net exports (y/y) finally went back positive. They indicated demand from Europe and North America was up while the developing world remained soft. Straw in the wind??
Edit Delete |
| GVI Trading Jay Meisler 17:10:30 GMT - 12/09/2016 |
People have short memories as can be seen the way those who bashed Trump are sucking up to him now.
We will see how the common folk fare with those in his cabinet favoring business over employees.
Swamp has not been drained but refilled.
Edit Delete |
| Brisbane Flip 17:04:01 GMT - 12/09/2016 |
Jay don't you think it's odd the way we are told this is some wave of good will and optimism???
TRump not only lost the popular vote, he lost it where the money is. There might be plenty of trailer trash who are pumped on Donald's victory but the real wedge in California and East Coast are surely less euphoric than CNBCs Kool aide devotees.
As was pointed out to me by an American mate today "In butt-f.ck Idaho Donald is huge. Unfortunately those people don't have any money to spend"
Edit Delete |
| Mtl JP 17:00:27 GMT - 12/09/2016 |
Flip making laws is not as complicated as enforcing them, which is more important.
Edit Delete |
| Brisbane Flip 16:56:23 GMT - 12/09/2016 |
Financial markets have never had it so good as they have in the past eight years but now they are believing their own BS. I think there are real possibilities like bringing offshore profits back with lower tax rates but there is going to be some real compromises and paring back in expectations due to actual budget bottom line consequences. Paul Ryan understand this I believe. Trump is going to find out that if promising lower tax, higher government spending, less regulation but safer regulation, less Chinese imports while keeping inflation and rates near zero, more US trade but not penalising US companies who make gillizaillions manufacturing globally, ramping up defence at the same time as not having as big a global presence.....it goes on but you get the idea. The guy is a populist but governement is about those pesky details It's going to get harder in government. Look at his apointees...they are the same insiders he promised to avoid.
Bottom line...making laws is painful and complicated. Trump is a salesman. Paul Ryan will come up with the policies negotiate their passage and Trump will call them his own. I just don't think it will be much different to what we have.
Edit Delete
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- POTENTIAL PRICE RISK: Medium Tue-- 13:15 GMT US- Industrial Production. Top output indicator.
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John M. Bland, MBA
co-founding Partner, Global-View.com
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