by wpadmin | Jan 13, 2025 | Uncategorized
As this paper is being written prior to the installation of the new administration, it was decided to focus on two aspects of the Trump philosophy: tariffs and immigration. Most people, to the extent they understand either topic, do not connect with them. They are...
by wpadmin | Dec 11, 2024 | Uncategorized
We are at this writing at record levels for most of the stock indexes. The line of greatest credibility for the forecasting profession is to predict an extension of this trend into the future. If only it were so easy. The first year of a presidential term is usually...
by wpadmin | Nov 12, 2024 | Uncategorized
At this writing Donald Trump has won the election and control of the Senate is now in republican hands. The House is still being tabulated. However, as mentioned last month the financial markets will be driven by how Trump deals with the pressing issues of the day,...
by wpadmin | Oct 16, 2024 | Uncategorized
As we enter the final stretch for the presidential elections in November, all manner of datais being thrown around trying to make one candidate look better than another. Harris is accused of handing out more presents than Santa Clause. Trump wants to cut taxes on the...
by wpadmin | Sep 13, 2024 | Uncategorized
Last week the stock of Dollar General declined over 25 percent in one day. The reason was reported to be earnings that were reported below consensus and a subdued outlook. Other dollar chains such as Dollar Tree declined in unison. The prior investment case for Dollar...
