Trump 100, Margin Debt Stock Bubble and Gold

Jon Civil Unrest, Economy, Gold, Health Care, Market Commentary, Politics, Precious Metals, Socialism

– Stocks and the dollar look vulnerable due to Trump’s policies, America’s civil war politics and economic vulnerability
– Stock bubble on margin debt – ‘Powerful time bomb’
– ‘There is no alternative’ to stock bubble? Gold?
– Bank Of America sets a date for the market’s ‘Great Fall’
– Even uber bull Cramer compares 2000 dotcom bubble bust to today
– Gold to stay elevated on safe haven demand – Economist
– Gold’s tempered climb makes gains more ‘sustainable’ Trump’s first 100 days in office have been a whirlwind but so far the ‘Trump Trade’ of being long stocks has worked for investors and speculators. Will markets continue to be so forgiving of the many foreign and domestic policy failures including the failure to repeal ‘Obamacare’?
It is possible but we think it unlikely as many stock and bond markets, particularly U. S. markets, are now priced for close to perfection – in a far from perfect, massively indebted, volatile financial world.

This post was published at Gold Core on April 27, 2017.