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Sunday, December 11, 2016

Weekend news

Well, that's one exam done. The remaining three are going to be easy.

Meanwhile, here's some Sunday market news:

New Deal Demoncrat - weekly indicators. He's worried about US$ and interest rates. As far as interest rates go, I would like to remind NDD that Donald Trump hasn't single-handedly solved the global savings glut, nor will he ever, so you don't have to worry about interest rates for a while; at best, you could say the curve may be simply normalizing, though again what we're seeing is a hasty reaction to an unpriced event.

Bespoke - consumer spending and inflation expectations. The evil socialist homo Muslim Kenyan usurper is gone! Let's spend money!

Bespoke - individual investors still not on the bus. But they will be because Trump!

And, an aside: what reason do goldbugs have to buy gold now that Trump is in power?

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