With morbid fascination, I believe we are about to see the "Trump
Bubble" in the stock market, driven by the promises of deregulation, collapse under the weight of the belligerent dysfunction of his administration and sycophants. I don't know how transparent the financial holdings of his fat supporters are, but if someone could observe them I suspect there is the beginning of rats fleeing a s(t)inking ship. The bubble collapse may or may not be more than a correction back to the levels leading up to the election last year, but I am expecting to hear a loud "whoof!" (more than a pop) as the market exhales all of the climate-denying, xenophobic, warmongering hot air that has been supporting it. Just Sayin' - Sieve PS. I scanned Glen's links to the various alt.right "intelligencia" blogs... fascinating but sad! ============================================================ FRIAM Applied Complexity Group listserv Meets Fridays 9a-11:30 at cafe at St. John's College to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove |
Last time there was a near government shutdown, I was buying short-sells on U.S. bonds as hedge. Under Obama, I lost money on that.
But there they sit waiting to make their triumphant rebound! -----Original Message----- From: Friam [mailto:[hidden email]] On Behalf Of Steven A Smith Sent: Friday, August 18, 2017 10:12 AM To: The Friday Morning Applied Complexity Coffee Group <[hidden email]> Subject: [FRIAM] Stock Bubble With morbid fascination, I believe we are about to see the "Trump Bubble" in the stock market, driven by the promises of deregulation, collapse under the weight of the belligerent dysfunction of his administration and sycophants. I don't know how transparent the financial holdings of his fat supporters are, but if someone could observe them I suspect there is the beginning of rats fleeing a s(t)inking ship. The bubble collapse may or may not be more than a correction back to the levels leading up to the election last year, but I am expecting to hear a loud "whoof!" (more than a pop) as the market exhales all of the climate-denying, xenophobic, warmongering hot air that has been supporting it. Just Sayin' - Sieve PS. I scanned Glen's links to the various alt.right "intelligencia" blogs... fascinating but sad! ============================================================ FRIAM Applied Complexity Group listserv Meets Fridays 9a-11:30 at cafe at St. John's College to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove ============================================================ FRIAM Applied Complexity Group listserv Meets Fridays 9a-11:30 at cafe at St. John's College to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove |
In reply to this post by Steve Smith
I have several friends with tons of money (multi-millionaires, not
billionaires) and they are all leaving stocks. Not because of Trump but because of the massive shift away from actively managed funds to passive ones and the overvaluation of price as a result. Bloomberg business just had a major article about this. I suspect that crony's are moving money the same way my friends are, and for the same reasons. Expect the big whoosh and then reasonably rapid recovery. And don't expect it to have any effect on Trump, the admin, or his followers. davew On Fri, Aug 18, 2017, at 10:11 AM, Steven A Smith wrote: > With morbid fascination, I believe we are about to see the "Trump > Bubble" in the stock market, driven by the promises of deregulation, > collapse under the weight of the belligerent dysfunction of his > administration and sycophants. > > I don't know how transparent the financial holdings of his fat > supporters are, but if someone could observe them I suspect there is the > beginning of rats fleeing a s(t)inking ship. > > The bubble collapse may or may not be more than a correction back to the > levels leading up to the election last year, but I am expecting to hear > a loud "whoof!" (more than a pop) as the market exhales all of the > climate-denying, xenophobic, warmongering hot air that has been > supporting it. > > Just Sayin' > > - Sieve > > PS. I scanned Glen's links to the various alt.right "intelligencia" > blogs... fascinating but sad! > > > ============================================================ > FRIAM Applied Complexity Group listserv > Meets Fridays 9a-11:30 at cafe at St. John's College > to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com > FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove ============================================================ FRIAM Applied Complexity Group listserv Meets Fridays 9a-11:30 at cafe at St. John's College to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove |
DaveW - > I have several friends with tons of money (multi-millionaires, not > billionaires) and they are all leaving stocks. Not because of Trump but > because of the massive shift away from actively managed funds to passive > ones and the overvaluation of price as a result. Bloomberg business just > had a major article about this. I suspect that crony's are moving money > the same way my friends are, and for the same reasons. Are you suggesting that there is no bubble driven by speculation (and the reality of) on the free-for-all Trump has promised big business, especially (overtly) extractive/polluting/usurious industries? > Expect the big whoosh and then reasonably rapid recovery. I do imagine there may be a rapid(ish) recovery if the nonsense in the government stabilizes. My Pollyanna has me believing that we are on a cusp and that many industries ARE shifting toward a more sustainable model and that these (e.g. renewable energy) will thrive in the vacuum left as some of the older, less sustainable ones (coal and other fossil-fuels) which are currently enjoying the (promise of?) deregulation implode. > And don't > expect it to have any effect on Trump, the admin, or his followers. I think a tumble in the market will undermine the belief that Trump somehow magically has improved our economy simply by being elected, it may motivate/allow many who have been enjoying the ride up to quit supporting him (even as passively as not rejecting/confronting his nonsense). Hope springs infernal! - Steve ============================================================ FRIAM Applied Complexity Group listserv Meets Fridays 9a-11:30 at cafe at St. John's College to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove |
In reply to this post by Prof David West
So you leave stocks to go where? 1.5% bonds? TJ ============================================ Tom Johnson Institute for Analytic Journalism -- Santa Fe, NM USA 505.577.6482(c) 505.473.9646(h) Society of Professional Journalists Check out It's The People's Data On Fri, Aug 18, 2017 at 5:13 PM, Prof David West <[hidden email]> wrote: I have several friends with tons of money (multi-millionaires, not ============================================================ FRIAM Applied Complexity Group listserv Meets Fridays 9a-11:30 at cafe at St. John's College to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove |
1.5% will be a bargain when/if/as things go upside down (again).
============================================================ FRIAM Applied Complexity Group listserv Meets Fridays 9a-11:30 at cafe at St. John's College to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove |
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