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Strategies & Market Trends : John Pitera's Market Laboratory

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John Pitera

To: John Pitera who wrote (18654)	1/30/2017 11:03:21 AM
From: robert b furman	1 Recommendation of 33421

Hi John, I would give big money to have been a fly in the White House when Trump told Theresa May what his "Border Adjusted Tax" plan is and will be. Theresa is about to venture into article 50 for Brexit. What a perfect time for our president to include the Brits (our strongest ally always) in what will be redefined by the USA as to what "Fair Trade" really is. When the Brits tell the Europeans - Fair Trade is what we have with the USA and expect nothing other than that with you - the entire world's economy will shift to the USA in the center. China will try to go it alone and strong arm every body - but the US model of "Fair Trade" will be embraced as the ultimate winner over the long run. Fair trade does not mean hollowing out our manufacturing base (as Britain has done). Fair trade means equal access to each other's products AND equal trade that goes both ways. This is a tectonic land shift in global trade and there will be some serious whining from the Emerging Market Countries. Trump has the Cajones to pull it off. Canada , USA and Mexico will rewrite Nafta - become "one" in the development of energy , and The USA will Border Adjusted Tax the abuses from Mexico and /or Canada on manufactured jobs/ parts. Theresa May will begin the implementation and adoption of the BAT in her required outline of the Brexit plan due soon. Lots of moving parts being moved by the new president who is the workers friend and tireless proponent of America First. We finally have a true leader and the pissing and moaning has yet to happen. That being said, the chuckling over how the USA gets ripped off by their crooked politicians has already stopped. That was apparent to the World as Hillary extorted all and every one at the USA's expense, as she traveled the World and built the coffers of the Clinton Foundation. An Era of "straight up business with the World" from an honest president is getting a fast beginning. There will no doubt be ups and downs with all of this - to be simply optimistic would be naive. As Warren Buffet says so correctly: (DON'T BET AGAINST THE USA !!!) The next step will be repatriation of Trillions to the USA. These funds will be utilized to build manufacturing jobs in totally new plants. Plants that are completely automated by robots. The biggest and most jobs will be their maintenance and rebuild as they work 24 hours a day. The next megatrend that we need to review is who makes the industrial robots. I know GM Fanuc was huge. They got sold.? One thing for sure AAPL knows who and it might just be them !! Bob

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