Sunday, January 22, 2017

Testing the deja vu theory

Today being the third Q1 slowdown in a row.  My theory says that investors figured it out, they will take the safe bet for Q1, Q2; expecting a weak half.  Probably just leave a bunch of money in bonds for the period.  That would bean  . unexpected result,with no realgrowth we see a sudden surge to retire and we get a real quick double whammy on the deficit and blow up.

Just one pessimistic outcome. The other outcome is Trump gets a bit frightened and really bears down on costs, makes the interest payment with ease and we have kicked can to 2018.

What are the odds? Paul Ryan,master of the economic crash, is up to bat.

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