what happens when you get a hawkish FED and a head loose President. with tax cuts., weak US$, record deficits?
2008 to 2016.....FED and President in same boat......any problem can be solved, even the threat of the biggest crisis faced since 1930 also solved.
when FED and President goes in opposite direction........what happens ?
is it possible that Trump actually appointed a hawk as FED chairman?
calvintaneng
TRUMP HAS THE DOOR OF DELUSION IN HIS PAZHI.
SO HE SAYS ONE THING AND DOES ANOTHER.
YOU CAN BE SURE THAT HE WANTS US ECONOMY TO DO WELL AS HE WANTS TO BE ELECTED FOR ANOTHER 4 YEAR TERM.
NOW WHAT WILL TRUMP DO?
IN HIS ELECTION MANIFESTO HE STATED THAT HE WILL MAKE AMERICA GREAT AGAIN.
WILL PROTECT AMERICAN JOBS
WILL SAVE AMERICAN ECONOMY
SO HE WILL
1. STIMULATE US ECONOMY BY CREATING JOBS.
GIVE TAX CUT TO SPUR MANUFACTURING IN US
TELL US NATIONALS TO REMIT FUNDS BACK TO US.
TELL FACTORIES TO RELOCATE BACK TO US. GM IS CLOSING FACTORY IN KOREA.
AND ABOVE ALL.. IMPOSE HIGH TAXES LIKE SOLAR PANEL. WASHING MACHINE. STEEL AND ALUMINIUM EXPORTS.
THERE IS CONTINUAL UNCERTAINTY FOR EXPORTERS TO THE US AS TRUMP IS STILL CONTEMPLATING WHAT ELSE TO TAX
SO IN THIS SCENARIO CALVIN CAUTION BUYING EXPORT STOCKS UNTIL THINGS GET CLEARER.
BEST TO KEEP DEFENSIVE LIKE BUYING
1. GOVT LINKED STOCKS AS GOVT WILL SUPPORT GOVT LINKED STOCKS FOR FEEL GOOD FACTOR IN PREPARATION FOR COMING ELECTION BY LATEST JUNE TO LAST MONTH OF AUGUST 2018
2. OIL PALM STOCKS WHICH ARE NECCESSITIES
3. OTHER RECESSION PROOF STOCKS WHICH STRONG RINGGIT WILL BENEFIT
4. SO CALVIN HAS PICKED
A) MRCB. TOP GE14 PICK
B) TA ENTERPRIZE. NEW STIMULATION FOR RETAIL TRADING IN BURSA BEGINS TODAY.
C) KPSCB. WILL RISE ON ECOMMERCE BOOM
GOOD LUCK
2018-03-01 08:21