Search Results for: Who said Trump

Was Helsinki Trump’s “Jane Fonda” Moment?

It has been over three years since President Trump first launched his successful campaign for the highest office in the land. The then unconventional candidate, and now president: has broken almost every rule in the political playbook; is a walking … Continue reading

Posted in Geopolitical, Politics, Uncategorized | Tagged , , , | 12 Comments

The action-movie trailer Trump played to Kim Jong-un

If only it were as easy as in the movies… Reporters were shown a video ahead of Donald Trump’s press conference in Singapore, which the US president said he had played it to Kim Jong-un and his aides toward the … Continue reading

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Trump Plays Checkers, Xi And Kim Play 3-D Chess

  …what Kim’s move reveals is a broader strategy at work. In the lead-up to the Singapore summit, should it still take place, Trump may be preparing for the wrong game: a two-player round of checkers when Kim is steeling … Continue reading

Posted in Equities, Uncategorized | Tagged , , , , , | 9 Comments

JFK-Trump S&P500 Analog – Five Basis Points On Day 328

After 328 trading days since election day, the Trump S&P500 sits right on top of the JFK S&P500.  That is the performance of the index, 328 trading days after the election day of each president, is less than five basis … Continue reading

Posted in Equities, Uncategorized | Tagged | 25 Comments

QOTD: President Trump, The Risk Taker?

Context:  China’s Americanologists trying to understand President Trump’s North Korea policy : “There is a major debate in the US right now about whether the US president is really a risk taker or just playing a risk taker,” said Mr Harold. … Continue reading

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Circus Trumps Politic

A thousand people in the street Singing songs and carrying signs Mostly say, hooray for our side  – Buffalo Springfield, 1967 File this one under political analysis. Not partisan as we try to keep our politics out of our analysis.  … Continue reading

Posted in Politics, President Trump, Uncategorized | Tagged , , | 7 Comments

Picture of the Day: Trump, The Raven

Just when the bear was getting comfortable the Raven shows up…and not just “gently rapping, rapping at my chamber door.” Apropos, no? The Raven By Edgar Allan Poe Once upon a midnight dreary, while I pondered, weak and weary, Over … Continue reading

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The Global Consequences Of A Narcistic And Incompetent POTUS

The world is starting to move sideways. The market talking heads are so clueless. It’s almost laughable listening to them trying to explain away in isolation how the pieces of the puzzle are starting to converge that will or already … Continue reading

Posted in Economics, Geopolitical, Uncategorized | 1 Comment

China Trade Talks And The Cuban Missile Crisis

We find it interesting that many accuse us of being China apologists because we have concluded from our analysis long ago that President Trump is taking the wrong approach in dealing with the Middle Kingdom.   No argument here we have … Continue reading

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Can Treasury Issue An Additional $1 trn At These Fake Yields?

A question has been nagging us for some time.  If the current sovereign yields are repressed and fake, many of which are negative, can the borrowers issue any significant amount of new debt at these current yields?   Especially to long-term … Continue reading

Posted in Bonds, Uncategorized | Tagged , | 4 Comments