* Trump factor could be the most important predictor for the market this year and next year. I'm talking about his proposed 45% tariff.
I
cannot see how it is possible to separate insider information from his
businesses. If it does not apply to the president, then he and his
family will be the richest family in the world past and future. I
witnessed how T.V. Sung was the richest guy with his connection from the
late Taiwan president Chiang Kai Shek.
* Iceland is
a good example of my Coconut Theory. The folks wanted to cut down
coconut trees (their financial asset) to make canoes (building global banks) to catch more fishes (more financial operations), but they forgot there
were few fishes (financial operations after Swiss, Caribbean islands...) in the water there.
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