Portfolio holdings 1-27-17
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Trump’s Border Tax Threat May Weaponize the Dollar - Bloomberg
Morgan Stanley foresees a smaller rise in the dollar in the event of a 20 percent border-adjustment tax, rather than a one-time 25 percent appreciation of the dollar, as implied by textbook theory.…
Why Trumps "Border Tax Proposal" Is The "Most Important Thing Nobody Is Talking About" | Zero Hedge
Why Trumps "Border Tax Proposal" Is The "Most Important Thing Nobody Is Talking About"by Tyler DurdenDec 20, 2016 10:21 PM263SHARESTwitterFacebookRedditWhile the market, and various pundits and…
Thanks to Trump, the Doomsday Clock Advances Toward Midnight - The New York Times
This is the closest to midnight that the clock has been since 1953, when it was moved to two minutes to midnight after United States and the Soviet Union tested their first thermonuclear weapons…
Woman's March opens An Era of Heightened Discontent
I believe the Women's March in DC and around the world marks the first volley of the resistance. We are entering an era of discontent. At least the mood has not turned sour. Please watch this…
Mexican President…Carl Icahn declares end to 'socialism' in U.S. - Jan. 23, 2017
Carl Icahn declares end to 'socialism' in U.S by Paul R. La Monica @lamonicabuzz January 23, 2017: 11:09 AM ET Your video will play in 00:17 Legendary investor Carl Icahn, a vocal supporter of…
My Black Swan- the unintended consequences of Trumponomics
The Republicans and Trump seem to be gathering momentum to pass broad sweeping economic change. Here's the unintended consequences 1.Border adjustment tax- something will have to placate the budget…
Will France Sound the Death Knell for Social Democracy? - The New York Times
Le Pen promises that if she wins the presidential election, she, too, will call for a referendum on whether France should remain in the E.U., and she hopes a similar alliance of voters will yield the…
Pictures From Women’s Marches on Every Continent - The New York Times
Crowds in hundreds of cities around the world gathered Saturday in conjunction with the Women’s March on Washington. Source: Pictures From Women’s Marches on Every Continent - The New York Times