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Tag Archive for ‘tax cuts’

The Tax Cut Recession

Don’t shoot the messenger: The next recession is unavoidable and is programmed into everything we see right now. In fact, recent tax cuts may end up being the trigger of this next recession and that reality may slowly be dawning on some market participants. Hence I call it the Tax Cut Recession. Let me walk you through the evidence. Firstly let’s start with a macro chart which I think is […]

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Bull Market Requiem

A bull market requiem: Following the financial crisis the world needed coordinated structural solutions (and those would be hard requiring tough choices). Instead what the world got was coordinated central bank intervention which shrunk the middle class, made the rich richer and provided the rest with the illusion that things were getting better as pro forma unemployment rates shrunk and housing prices rose again and stock markets jumped from record […]

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Tax Cut Hangover

In the fullness of time the recent US tax cuts will prove to have been a major policy mistake and I’ll give you several reasons why. Oh I know, amidst the stock market party and companies seemingly throwing free $1,000 bonuses around suggesting a coming hangover is like urging moderation to the loudest drunk at the bar. He’ll just get pissed off in addition to being pissed and you get […]

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As Good As it Gets

So they got their tax cut done. In the middle of the night again no less, despite the vast majority of the American people not wanting it. The reason may simply be that the American public is not believing the false narratives that are being sold to them. And who can blame them? It starts at the top after all. When Donald Trump claims the tax plan would personally hurt […]

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Tax Cut Scam

I can’t help shake this sinking feeling: This tax cut package that is being peddled by the current administration is a scam. Why? Because the entire narrative is dishonest and predicated on false, make belief premises. Rich guys giving themselves tax cuts telling you it'll trickle down & economic growth will be nothing but milk and honey & it will all pay for itself Surely people are not falling for […]

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Tax Cuts Now, Consequences Later

Look, who doesn’t like tax cuts? You get more money in your pocket and you spend more, that’s the premise after all. So it all sounds good on paper, especially when there’s not a detailed discussion of any downsides or risk, or consequences. And that fact in itself has me suspicious and should make you too. Have you ever tried buying a car and you got the distinct sense the […]

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