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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 389.05+0.4%Dec 10 4:00 PM EST

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To: bart13 who wrote (132544)3/26/2017 6:46:33 PM
From: TobagoJack  Read Replies (3) of 218385
 
(1) it is possible that the following script plays out

(1-i) corporate tax reform passes, but makes it easier for companies to escape from intended obligations
(1-ii) or corporate tax reform fails as did obamacare repeal effort failed
(1-iii) border tax fails, or passes w/ unintended consequences of tee-ing up negative growth or alt-growth
(1-iv) repatriation of offshore domiciled usa-corporate does not happen for any number of reasons - biggest amongst them is safety of funds
(1-v) expatriation happens instead
(1-vi) obamacare fails, and nothing much to replace it except some variation but ill-conceived legislation is used as emergency backstop

(2) in such a scenario, what would possibly have worked well is still-born, and what should fail fails but w/ no efficacious work-around tee-ed up, and and and

(3) printing in large wallops result as emergency backstop, again

amongst all possibilities i prefer easily understood and therefore predictable overarching macro

suspect such macro is where we are at
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