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Archive of entries posted on 23rd January 2017

The only constants are angry, strong words, ‘massive’ cuts in taxes and 75% fewer regulations, oodles of named enemies (the press and trade pacts) — but little real investible action.

The words won an election. But now they need to translated into action. That’s the hard part. Words are easy. I know. I write them every day. The trade wars are clearly coming. Hence, I figured I’d avoid stocks impacted — Walmart, Boeing, Disney, GE —  but then, I thought, who won’t be impacted? Even […]