Tech stocks

Hurt China is the Real Policy

“The total decoupling of U.S. and China technologies is not possible…After all, we will know what these American scientists are doing if they release their research in the internet age. They can never live in the refrigerator.” Huawei CEO Ren Zhengfei “Our school communities are desperately short of nurses, social workers, psychologists, counselors and other […]

Trump is Now the Enemy of Business

Please excuse the absence of The Dismal Optimist over the last few months. I have been on my back “meditating” while recovering from a full knee replacement. I don’t recommend the latter. I confess to having voted for Trump in 2016. Year one of Trump brought all kinds of business-friendly measures including a tax cut, […]

Some Economic Common Sense

Those big tech companies [like Apple, Google etc.] often also work with governments…To trust one and not the other [Huawei], simply because one is Western and the other Chinese, is nothing but xenophobia and, dare I say, racist. Peter Kammerer, South China Morning Post Columnist As most observers have expected, the US and Chinese stock […]

Trump Needs a Deal with China

President Xi does not need to get elected. President Trump needs to get reelected. The stock markets will crash further if there is no trade deal with China and Trump will not get reelected. Therefore Trump must make a deal with China. It’s a syllogism. The forecast: Trump will make a deal. If there is […]

Will Economic Sanity Prevail?

If there is a deal [with China], it will be on Trump’s terms, not on Wall Street’s terms…Trump has done an amazing job. He doesn’t need the help of Wall Street, he doesn’t need the help of Goldman Sachs. The mission of these unregistered foreign agents [Wall Street types like Hank Paulson], that’s what they […]

Last Week's Stock Market Crash – An Advance Warning

The premises of this war {over} the huge bilateral trade deficit with China are very peculiar. The presumption is that the U.S. is better and more efficient than any other country, and if we don’t export more than we import, China must be cheating. Any economist would say that premise is absurd. We live in […]

Taxes are Coming! Taxes are Coming!

Apple prices may increase because of the massive Tariffs we may be imposing on China—but there is an easy solution where there would be ZERO tax, and indeed a tax incentive. Make your products in the United States instead of China. Start building new plants now. Exciting! Tweet by US President Donald Trump President Trump, […]

American Constitution Trumped

Once upon a time Americans were very sensitive on the subject of taxation. They even dumped British tea into the Boston Harbor as a protest against British taxes. And the American constitution was written to give an elected Congress the primary power to impose taxes. But over the years, Congress has transferred its power to […]

America The Bully

You f…g Americans. Who are you to tell us, the rest of the world, that we’re not going to deal with Iranians? Richard Meddings, Standard Chartered’s Finance Director, said in 2012 America under Donald Trump is emerging as the global bully. Canada, Japan, the United Kingdom, the rest of the EU and for that matter, […]

Technology Marches On!

Recently, it seemed like the stock market had parked the tech sector in a penalty box of boredom while the old dogs of the Dow marched upward in a Trump rally. But last Friday, big tech revived and bulldozed the markets with super earnings and outsized one day up stock moves. In particular, Amazon (AMZN), […]

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