Sunday , 19 May 2019


Economy

Upcoming Market Possibilities & How Gold May Figure In Them

In a conversation posted at You Tube, GoldMoney's brain trust -- founder James Turk, CEO Roy Sebag, research chief Alasdair Macleod, and Vice President John Butler -- discuss the market possibilities for the new year and how gold may figure in them. They seem to agree that big changes are in the air.

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History Strongly Suggests Tax Cuts Would Revive GDP & Fuel Market Gains

...According to Bloomberg ("White House: Cohn-Led Tax Plan is Real and it's Phenomenal," February 10, 2017), Trump's tax plan, to be released in two or three weeks, will be "the most comprehensive business and individual tax overhaul since 1986." That's saying something, since the landmark 1986 tax bill cut many deductions and reduced the top rate to 28% for the rich, 15% for the middle class, and 0% for the poor.

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Corporate Earnings Trump Politics

No matter what the Trump Administration and its many critics keep throwing at us, the market usually focuses more on corporate earnings than politics. Since we are in the middle of earnings season, stocks with strong sales, earnings, and forward guidance will likely continue to lead the market.

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Trump Economic Plan Has Major Ramifications For Investors

Seth A. Klarman is the most successful and influential investor you have probably never heard of and he fears that investors, charmed by talk of pro-growth policies, are not considering the full ramifications. Perhaps that’s why a private letter he wrote to his investors a little over two weeks ago about investing during the age of President Trump has quietly become the most sought-after reading material on Wall Street. Here it is!

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What an America First Trade Policy Could Mean for the US Dollar

Are the actions being taken by Trump’s administration to spur domestic manufacturing, jobs and economic output a precursor to a weaker dollar and another bull market in gold? Only time will tell, but investors should keep close watch on this developing scenario and adjust portfolios accordingly.

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