Title : The Market And Energy Page, T+34, Part 2 -- April 2, 2018
link : The Market And Energy Page, T+34, Part 2 -- April 2, 2018
The Market And Energy Page, T+34, Part 2 -- April 2, 2018
Wow, I could not be in a better mood.1. The market is playing out perfectly for savers and for those invested in companies paying nice (and safe) dividends.
2. For traders and long term investors, the market seldom gives us so many buying opportunities. There have been two recent buying opportunities: a) the Friday before last (March 23, 2018?); and, b) today.
3. Earnings are coming out. Energy companies earnings, year-over-year, are going to be spectacular. Whether that is already "baked into" the price of shares is hard to say.
4. The narrative has flipped: four weeks ago, "everyone" was upset with Trump's tariffs. Now, most agree that tariffs against China are entirely legitimate.
5. The Chinese, tit-for-tat, places tariffs on 128 products. It was probably not a good idea for the Chinese to do this, but it is what it is. My hunch: Trump will let it ride. With regard to tariffs, it looks like Trump knows what he is doing.
6. Some worry about inflation. I'm not. But if there is inflation, it will not affect the average consumer. It may affect corporations, but corporations got such a great tax break, the risk of inflation and the cost of doing business (interest payments) will be offset by the tax break.
7. Apple, Inc., discontinues it relationship with Intel. Good move for Apple.
8. The graphics on an earlier post regarding the "southern wall" will be the gift(s) that keep on giving. Trump says he got less than he wanted with regard to the "southern wall" in the omnibus bill; that's in the eye of the beholder. I would argue that he got more than he expected.
9. Sixteen reasons (which have now become twenty-five) are still in place (there may be some exceptions; I haven't checked the 25 reasons lately).
10. To be continued.
Thus Article The Market And Energy Page, T+34, Part 2 -- April 2, 2018
That's an article The Market And Energy Page, T+34, Part 2 -- April 2, 2018 This time, hopefully can give benefits to all of you. well, see you in posting other articles.
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