Category Archives: Scarcity/Allocation

It’s Time to Rethink the Trump Trade

Trump’s legislative schedule has been put on pause, the market’s post-election rally has paused with it, and investors should practice cautious optimism while the President works to get his agenda back on track. As Keith says on Varney & Co., “This is a ‘show and tell’ market – I need to be shown now.”

Posted in: Media, Scarcity/Allocation, Unstoppable Trends |

The Timeline for Tax Cuts This Year

Markets have come up sharply since the election on the hope that it would not be “business as usual” in Washington, but as Keith points out on Varney & Co., delays in tax reform look an awful lot like it. How does Keith see the markets responding, and what does it all mean for your money? Watch his full commentary here.

Posted in: Media, Scarcity/Allocation |