"I strongly support diplomacy, but in the meantime, this bill beefs up our missile defense system and protects Hawaii, Alaska, and the U.S. mainland from rogue missile threats..."
At the same time that a record 42% of investors said companies are over levered, far exceeding the 2008 peak, 64% of respondents think the US has the most favorable outlook for profits, a 17-year high.
"With the advent of cryptocurrency’s explosion, it is now possible to bring access to capital to the small businesses that are the backbone of the US economy.The doors to capital open for these small businesses when the securities marketplace merges the JOBS Act with cryptocurrencies..."
"The steady performance of tech stocks has only reinforced the perception that they are defensive.... but with financial conditions likely to continue tightening, the moment of truth it could be at any moment, and without warning."
"In any aristocracy, some members need to make compromises with other members, no matter how united they all are against the publics’ interests. This is the way it’s done..."
...barring meaningful increases in new borrowings over the next year, activity growth in China is likely to decelerate, as the credit impulse to activity growth fades and debt service costs rise.
"Maybe it’s that the tail wags the dog here. What it is is the recession indicators aren’t flashing extreme warning signals to us at this stage. In fact, very few are..."
"..., it appears that this dangerous and potentially explosive period - from 2018 - 2020 - is beginning ‘with a bang’. But, I do think they are only the ‘opening act’. That is NOT said to be sensational or alarmist. It is just an attempt to convey some very natural and very consistent cycles that might normally be overlooked."
"... look at his record, his past associations, his affinity for institutions that act as breeding grounds for globalism and other very destructive ideas, as well as his ability to ignore all fundamentals in the name of promoting a directed agenda, and I think we have a recipe for something very ugly on the horizon."
"There is a risk that the US and China will escalate protectionist measures, imposing substantial costs on the two largest economies in the world. In this case, the rest of the global economy will also probably suffer."
"Haven’t we seen this movie before? Technology takes over the stock market late in a recovery cycle, seemingly making the bull ageless, stimulating investor greed bolstered daily by watching a chosen few (FANGs) rise to new heights, and convincing many that tech is really a defensive investment" - Jim Paulsen
