william the wie
Gold Member
- Nov 18, 2009
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Lower taxes, less regulation, lower tax deductions to prevent a housing bubble and a new hawkish Fed chair is the Trump solution. Love him, hate him, Trump is determined to get real growth with little or no leveraged bubbles in the mix.
As part of the purge of legacy bubbles the four main capital markets: commodities, real estate, bonds and stocks; will be subjected to higher interest rates. This will make selling future growth much harder and cost cutting profitable.
These are not the capital markets you are used to but more like 1945-64. That in turn means a lot leaner leverage mix across the board and therefore much higher savings. 30,000 on the Dow will be much slower coming.
As part of the purge of legacy bubbles the four main capital markets: commodities, real estate, bonds and stocks; will be subjected to higher interest rates. This will make selling future growth much harder and cost cutting profitable.
These are not the capital markets you are used to but more like 1945-64. That in turn means a lot leaner leverage mix across the board and therefore much higher savings. 30,000 on the Dow will be much slower coming.