One of the largest illegal migrant groups in the US is from India. In this modern era, India’s crisis will not stay limited to India. As is the case with those from other eastern religions and societies, once they arrive, Indians vote to mirror what they left behind in their home country, often unknowingly — as the virus of totalitarianism is deeply ingrained in the culture of irrationality. A wall might not be the answer, but Trump isn’t all that wrong.
"It is the inverse of Keynes, where there is no consideration at all except for the long run and how some unknowable magic combination of policies will surely make it such a happy and prosperous place – even though none so far have come close."
"... nascent signs of cross-asset distress accelerated further this past week... it’s fair to say that we are experiencing a bit of a global 'Tightening Tantrum'... the prior two instances where [the model breaks], we have seen a concurrent doubling-plus in VIX..."
"...the Americans are deploying their tanks, airplanes and special forces battalions along the Russian border. And we are quietly 'seeding' the U.S. shoreline with nuclear 'mole' missiles (they dig themselves in and 'sleep' until they are given the command)"
“You know what, Americans have choices. And they’ve got to make a choice... maybe, rather than getting that new iPhone that they just love and they want to spend hundreds of dollars on, maybe they should invest in their own healthcare."
Starting Sunday is a two-week period of heightened political discourse, if not exactly debate, among the top echelons of China's Politburo, also known as China's "two sessions." Its outcome will likely have major economic (and thus political) consequences for the rest of the world.
After a disappointing drop in demand in 2016, Reuters reports that India's February gold imports surged to 50 tonnes, up more than 82% from a year ago, on pent-up jeweller demand and as retail consumers ramped up purchases for weddings.
When I watch the markets do things they haven`t done since the 2000, and 2007 Financial Market Bubbles I know Interest Rates are Far Too Low, and we risk a 6-Sigma Stock Market Crash on the downside when this Obvious Bubble Pops!
After analyzing the situations in Iran, Russia, Ukraine, and Syria as well as the stance towards NATO, the EU and China, we can begin to decipher how Trump has used admissions, silences and bluffs in order to advance his intentions and obviate the deep state’s sabotage efforts.
In an ironic twist of fate, it appears the catalyst for many of the biggest and most incomprehensible market ramps of the last few years is a fund called "Catalyst." With around $4 billion under management (before the latest collapse), the levered options fund is run by Edward Walczak who "uses options to create a better risk/return profile."
Although the stock market is giddy from President Trump’s pro-growth policies, there is another constituent not quite so enamored with recent developments...the more Trump pushes on the fiscal accelerator, the harder the Fed will lean on the brake.