Financial markets appeared to move beyond the election obsession this week underscoring the conclusion that post election market reactions were, in part, a brief unwinding of leveraged positions after the election.
An astute client, noting the deregulatory posture for 2017, asked me to research the performance of US equity and bond markets during the Reagan administration.
Notable is that financial markets move instantaneously while politics and policy impact tend move at the pace of a glacier. The implication being that the next 6 months could be like watching paint dry while policy changes and deregulation are implemented.
Headline Round Up!
*Texas Big Permian Basin: 20 Billion Barrels and Eventually 75 Billion Barrels!? Deflationary?
*The Real Story on Inflation.
*Boom! Housing Starts 9 Year High!
*Best Jobs Market in Over 40 Years? That’s what the jobless claims are saying.
*Comments from two bond kings and a successful hedge fund manager.
*Double Bad Timing: Dallas Police and Fire Pension Returns Deficient. City asks Police and Firefighters to Accept a Pension Cut??? Pensions Abandoning Fancy Hedge Funds?
*Too Far Too Fast? One Indicator Shows Long Treasury Yields Could Actually Fall as Federal Reserve Raises Short Rates?
*What She Said: Fed Chair Janet Yellen’s first speech to Congress since the election and what it means for investors.
*They’re Coming to America: Chinese Bought $93 Billion in US Residential Properties 2010-2015 Plus $15 Billion More in 2016 So Far.
*The Power of Compounding
*Trustee Boot Camp: The Process of Engaging Your Family.
*Trustee Boot Camp Recommendation: Send the Link to Your Parents and Heirs Today.
Featured Research Solutions:
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*Election Impact: What Will the 2016 Elections Mean for Investors?
*This Week’s Market Commentary
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