Search found 37 matches

by odysseus2000
January 20th, 2017, 9:03 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

Peter Gray The problem with protectionism is that in general the end result is bad for the overall economy. There may be some increase in domestic manufacturing, but overall the economy, and living standards are likely to fall - and as ever it's going to be those in who are already struggling who w...
by odysseus2000
January 20th, 2017, 5:42 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

Trumps inauguration transcript is interesting: http://www.npr.org/2017/01/20/510629447/watch-live-president-trumps-inauguration-ceremony Echoes of Franklin Roosevelt, Kennedy, Reagan, Bill Clinton & Ross Perot. A very simple message, we shall see what he does, but if he goes according to what he...
by odysseus2000
January 19th, 2017, 8:55 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

mikel2 Money will trump heritage to a certain extent providing that the money and wealth that industry creates continues to grow and is reinvested back in to the US economy but my point is that many of he jobs and much of the wealth that American industry once created has over the last 20/30 years ...
by odysseus2000
January 19th, 2017, 3:25 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

Ah yes this is true to a point, but is this not the reason why it is so important for any nation to try and create the kind of conditions within its remit that continually breed success in order to make living there so desirable? In whatever event people rarely forget the land of their fathers or t...
by odysseus2000
January 18th, 2017, 2:35 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

>>>>“Trump’s election victory is a clear indication that the majority of people are not interested in a world government, but want to return to a classical, local democracy,” John Mauldin, an economic researcher and author, recently wrote. “Strange as it may seem to the Davos men, most people tend ...
by odysseus2000
January 17th, 2017, 6:30 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

I don't think it is the nation state that has the tendency to create wars. Sadly the wars are created by the kind of men that created the geopolitical /cultural identity of the nation state and who were probably related to the same folk who created the tribal empires that have come and gone over a ...
by odysseus2000
January 17th, 2017, 1:32 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

Trump does not want to destroy NATO he wants everyone to pay their way with the 2% of GDP expenditure on defence. Yes, but there is a long standing tendency for US isolation & should he not get what he wants the survival of NATO with an America looking inwards become a question if not a hidden ...
by odysseus2000
January 17th, 2017, 10:20 am
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

Both Trump and Brexit go some way illustrate that the power of the nation state when needed, is very much alive and well and I would imagine there will always be a great need for the nation state to play the part of protecting its citizens if and when they become vunarable to outside interests. The...
by odysseus2000
January 15th, 2017, 7:42 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

I would rather subscibe to the view and go along with the wisdom of the crowd in this case rather than an elite with vested intests in shaping the way ahead since history has shown that the interests of the crowd and those plebeians masses will be well down their list of priorities. This is an inte...
by odysseus2000
January 14th, 2017, 11:26 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

Of course international scientific collaboration is nothing new, and will continue in some form or another, but there is understandable concern that there is currently a system that works well at the EU level to facilitate these things. It's very far from clear how, and if, such a system would evol...
by odysseus2000
January 13th, 2017, 11:33 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

This is one of those cases where the UK could decide to join certain international projects , which is why the question of future payments to the EU met with equivocation. The same could apply to Interpol/Europol, and other similar cooperative projects where belonging might be better than standing ...
by odysseus2000
January 13th, 2017, 4:26 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

Yes in a way democracy has shown us a way forward but its not the kind of democracy that will please many who will probably still push for a rerun so they can re design the questions until they get the kind of answers they want, a kind of EU style democracy that votes until they get the right resul...
by odysseus2000
January 12th, 2017, 4:07 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

I thought the Trump press conference held some promise, but the US index are currently is big disagreement with my view, selling off hard, under cutting last several days of lows. Could reverse, but for now the markets don't like what Trump said. I am not sure he will care as I believe the idea that...
by odysseus2000
January 12th, 2017, 2:34 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

Of course it still does grow but that growth over the last 20/30years in the US has not neccessaraly materialised as a benefit for the interests of the wider population and the well being of the US nation as a whole. In hindsight, what we seem to be seeing is democracy functioning. In the system th...
by odysseus2000
January 12th, 2017, 10:45 am
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Re: Trump news conference

One thing that various folk including Cramer have pointed out is that Trump does not seem focused on equities, just like Obama wasn't. In both cases it is their vision for the country which they put as the defining aspects of their approach. Equity movements being a secondary effect. In Trump's case...
by odysseus2000
January 11th, 2017, 10:00 pm
Forum: Macro and Global Topics
Topic: Trump news conference
Replies: 32
Views: 826

Trump news conference

Interesting watching this after skipping through the pre-amble to reach when Trump came on: http://www.usmagazine.com/celebrity-news/news/watch-donald-trumps-first-press-conference-since-election-livestream-w460465 If he does proceed as he set out in this it is likely in my humble opinion that we wi...
by odysseus2000
January 7th, 2017, 12:54 am
Forum: Macro and Global Topics
Topic: Trump honey moon over?
Replies: 31
Views: 1459

Re: Trump honey moon over?

I think barring external major events getting in the way, getting through 20k would be 3/4 of the battle done. Also nice to get a bit of tidy margin above to demonstrate 'conviction', maybe 20,050? Same with the FTSE-100 today, finally got 7k+ @7210.05. That's nice, but I'd be more relaxed it'll ho...
by odysseus2000
January 4th, 2017, 10:27 pm
Forum: Macro and Global Topics
Topic: Trump honey moon over?
Replies: 31
Views: 1459

Re: Trump honey moon over?

S+P hit a record high this pm, [FTSE too]. Brave view of yours to call the turn of the cycle upon a single day Ha, Ha, Yes, brave and wrong! Markets have ignored the sell off in the last 3 days of 2016. Maybe Dow 20,000 tomorrow. Will that then cause a sell off, or are the markets going straight up...
by odysseus2000
January 4th, 2017, 12:22 am
Forum: Macro and Global Topics
Topic: Trump honey moon over?
Replies: 31
Views: 1459

Re: Trump honey moon over?

It is kind of ironic and perhaps a contrarian top caller, but ever since Merkel was named as Time's 2015 woman of the Year, for her stewardship of a United Germany & as the most powerful woman in the world, the whole eddifice that she controls has begun to show some serious fault lines. If Le Pe...
by odysseus2000
January 2nd, 2017, 6:09 pm
Forum: Macro and Global Topics
Topic: Trump honey moon over?
Replies: 31
Views: 1459

Re: Trump honey moon over?

I'm not sure if you read what I previously linked, but the above is the core of what I was referring to. They also note that one of the causes of the Santa Rally is the January Effect. 'Bargain hunting before stock prices rise in January (known as the January effect)' The overlap between any Santa ...

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