Blog Archives

China and a New Cold War – Prioritizing National Security over Business and Investors

China Cold War

In some ways, I can understand investors looking through the threat of tariffs on multiple fronts by President Trump as just his standard negotiating tactic to strike a better deal. Despite very derogatory statements directed towards our strong allies and trading partners of Canada,

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What Were Trump Voters Really Looking For?

Trump Voters

With the midterm elections kicking into high gear and political rhetoric heating up and true believers huddling in their echo chambers and cocoons, I thought it would be interesting to look at some research carried out with regard to the 2016 presidential election and some of the surprising findings.

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Trumpling on the Dollar

dollar

Maybe I’m writing about the dollar because I’m traveling abroad soon so it affects my pocketbook. It could also be due to the rather shockingly overt talking down of the dollar by Treasury Secretary Steve Mnuchin in Davos.

Mnuchin in Davos Dollar

“Obviously a weaker dollar is good for us as it relates to trade and opportunities,”

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Apple – Ain’t That America

Apple Steve Jobs

“A lot of companies have chosen to downsize, and maybe that was the right thing for them. We chose a different path. Our belief was that if we kept putting great products in front of customers, they would continue to open their wallets.”

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Winner Take Most – Can Firms Gain a Large Share of the Market?

Google Firms

Income inequality has many economic and societal impacts. When more wealth is concentrated in fewer hands, this can negatively impact aggregate demand as a large percentage of marginal dollars earned are saved versus spent. And since one person’s spending is another person’s income, a growing pool of savings will lower aggregate demand unless one or more sectors of the economy spend more than it earns as output will go unsold and have to be marked down for it to clear.

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Zero Sum Thinking – Winner Take All

It’s pretty clear that Donald Trump views virtually everything from the prism of winning and losing. And every issue is looked at with a very short term horizon. There does not appear to be any satisfaction derived by developing a long-term strategy, methodically implementing it, and seeing the seeds planted blossom into a beautiful garden that is sustainable and beneficial to all.

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Texas Still Going Strong

Austin Texas

[2018 UPDATE ] The Dallas Fed released its Texas Manufacturing Outlook Survey, January 29, 2018. The data was collected Jan. 16–24, and 97 Texas manufacturers responded to the survey. As you can see the business indicators in Texas remain strong as following chart shows:

Business Indicators Texas 2018

Note the highlighted section showing that every indicator is “increasing”.

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