President TRUMP...we may have to get used to it?!

So here we are 14 months away from a Presidential election that currently has no less than 19 total combined great Americans vying for the top spot with a couple more waiting in the wings.  Each wants to be the leader of the free world...unfortunately, none of them have a chance.

As it stands right now, a brash, out spoken, unapologetic, rude, semi conservative, reality TV star, billionaire, is in the lead and pulling away from the pack.  Donald J. Trump...who would have thunk it?!  The Donald that's who.

Mr. Trump has insulted politicians, women, Mexicans, John McCain, Meghan Kelley, hedge fund managers, with more to come.  And the more people he insults and upsets, the more popular he becomes.  It's obvious that his 'popularity' is unrelated to his likability or political skill.  We all love that he says what he thinks and doesn't care what who takes exception to it.  And that there is why we all want him to be the next President!

Me personally, I want to see him build the wall he talks about..."it'll be a great wall" he says. And you know what, I bet it will be!!  It will be called "The Great Wall of TRUMP" and it will have his name emboldened on it in big gold letters.

I think the Howard Stern Syndrome is at play here...more than half of the people who listen to Howard hate him...but they listen because they want to hear what he says next, they want to hear how crazy he will be, or what whacky stunt he will do.  

We all like that Trump answers to no one, can't be bought, tells it like it is and we want to see what he does next!  Even if we don't agree with him or what he is saying, and even if he insults us, we like that he says it without any spin or double talk.  

The country is sick and tired of the same old political bullshit that has gone on now for the better part of 50years...we are all ready for something new and different and real, the last few promises we got for that were not kept.

Maybe a President Trump will do some whacky things...ok, lets see how it works?  What we have been doing has not worked very well for the vast majority of the country...that is why we just actually might put Trump in charge.

President Donald J. Trump...we may have to get used to it?!

Blast from the past....


The Worst Is Upon Us

I might be jumping the gun by a few days, but GM is going to be reorganized under a chapter 11 bankruptcy filing. Ironic as it may sound, whats good for GM is good for America...and maybe many many Americans will file bankruptcy soon as well. For GM & those unlucky Americans, the failure is a cathartic happening & will allow for a repair & recovery withoit the burden of past financial misteps. GM's viability plan, submitted to the Congress & Treasury (Mom & Dad) today essentially explained that the company needed an additional $16billion in order to remain viable. That would bring the government bailout to $30billion & no viability plan for what happens when that money runs out. I guess by viable they meant that they could keep losing billions of dollars a month making & trying to sell cars & they might need billions more if cars don't sell at a much faster pace. Being that the recession will prevent any significant pickup in auto sales, GM will indeed file for bankruptcy protection with DIP financing provided by the US government (taxpayers). This may very well mark a turning point, not sure which way we will turn, but if nothing else it will be a psychological event that will once again highlight the risks of investing.

As Realistic as I was before...

Its been awhile since I wrote...6 years or so.  Had to stop because rules and regs of the wall street firm I worked for didn't allow me to have an opinion, other than that of the firms...at least not one that we could express.  So now that I am unencumbered by that restriction, I am back.

So much has happened since the crazy days of Bear Sterns, Lehman Bros, AIG, Bernie Madoff, the Iraq War, $150 oil, $1,900 gold, first Black president, GM bailout, couple of major US cities declaring bankruptcy, and I almost forgot about those "save the world" emergency 0% interest rates. Where are those interest rates now?

God bless the FED.  What was that for again?!?  Who were they helping?  Which socio economic class was the government aiding & abetting?   Capitalism's 'invisible hand' doing what it does best?  Greece is going bankrupt again...Puerto Rico declared it can't payback its debts and student loans are heading for disaster as nearly 65% are delinquent.  Jeez things have changed...Naht.

Give me some 100x revenue technology cloud visionary delusionary valuations and I will feel right at home. FitBit, GoPro, Tesla, any number of cyber security plays, or drone dreams, solar silliness, and how could I forget BIOTECH.  Holy wow!

All I hope is that these drug companies have what they say they have & can keep me alive forever in no pain.  problem is, most of the breakthrough drugs will keep us alive way longer then we want or is necessary.  There is a cost benefit analysis even when it is about living.

I am happy to be able to write again as we head towards another historic presidential election.  After the black president experiment, it seems like we are headed back to the WASP standard bearer.  We may even get the dynasty family thing going on in the greatest democracy in the world.  Sure we have open and free elections...which are bought and controlled by the elite monied aristocrat class, I know there is a name for that but it escapes me?!  Still should be quite the media circus, lets all hope we pick the right guy or girl this time?

I will do my best to inform and entertain...kind of like Cramer.  Looking forward to what this crazy world has in store for us...never a dull moment.