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More Tariff News Driving Markets Down But Small Caps Holding Up

Cory
May 31, 2018

Chris Temple joins me today to share his thoughts on the recent tariff news and how it is impacting the markets. Small caps seem to be weathering the storm but overall the investing climate continues to be one where investors need to be selective and pick their spots.

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Discussion
36 Comments
    May 31, 2018 31:39 AM

    BIg Deal………the sheeple do not needs nor can they afford a BENZ
    https://www.zerohedge.com/news/2018-05-31/bye-bye-benz-trump-reportedly-planning-ban-luxury-german-autos

      May 31, 2018 31:41 AM

      There is a glut of autos anyway………..the inventory needs to be soaked up……Germans need to go back home……the cars have turned into junk……and the parts are way to expensive.

      May 31, 2018 31:44 AM

      needs to need…….

      May 31, 2018 31:47 AM

      But, Americans have lost their ability to make quality products, ….since, 1970’s the auto industry has been going down hill…….all started with the token 10% rule.

    May 31, 2018 31:50 AM

    Not sure this is all good news……….just changing of the guard…….
    https://www.zerohedge.com/news/2018-05-31/fox-dominates-mays-top-cable-news-cnn-primetime-audience-collapses

    May 31, 2018 31:51 AM

    Not sure this is all good news…..or just changing of the guard……….jmo
    https://www.zerohedge.com/news/2018-05-31/fox-dominates-mays-top-cable-news-cnn-primetime-audience-collapses

      May 31, 2018 31:54 AM

      Wrapping up the top five were “After the Bell” on Fox Business, with 176,000 viewers, and CNBC’s “Squawk on the Street/Squawk Alley,” with 172,000. Mad Money with Jim Cramer was nowhere to be found.
      Good………….Cramer is gone mad…………..

    Tom
    May 31, 2018 31:59 AM

    long ZFGN and MRNS

    May 31, 2018 31:28 AM

    Where are those morons that said there is no inflation………
    https://www.zerohedge.com/news/2018-05-31/welcome-debt-serfdom-real-world-costs-triple-2001

    May 31, 2018 31:29 AM

    Where are those morons , that said there is no inflation…
    https://www.zerohedge.com/news/2018-05-31/welcome-debt-serfdom-real-world-costs-triple-2001

      May 31, 2018 31:32 AM

      Here’s what you’re supposed to swallow: big-ticket expenses such as rent, healthcare and higher education cost tens of thousands of dollars more, but TVs cost a few bucks less, and as a result, official inflation is 2.1% annually.

      As long as we accept this travesty of a mockery of a sham, we deserve what we get.

        Jun 01, 2018 01:15 AM

        Agreed OOTB. Anyone that has gone out into the marketplace or has 2 brain cells to rub together knows inflation is MUCH higher than 2%, and that the metrics the governments uses are nonsense and show a false sense of pricing staying flat (which is far from reality).

        Just look at something like event tickets (concerts, sporting events, movies, etc…).

        One easy place to see inflation creeping up are with movie tickets. Movies were a few dollars, then $5, then $6.50, $7.50, $8.50, and now depending on the time they can be $10+ or $12-$15 a movie if one does IMAX or some other larger screen option. This is symptomatic of so many parts of daily life where there is clear inflation nibbling away at peoples disposable income, and where the dollar has lost more and more purchasing power from one decade to the next.

        As you mentioned things like rent, healthcare and higher education creep higher and higher, and yet bobble-head reporters on the lame stream media go around parroting that there isn’t hardly any inflation. (???)

          Jun 01, 2018 01:22 AM

          Here’s another simple, example of inflation eating more dollars out of consumers wallets….. Beer.

          In the prior decade, a 6 pack of beer was $4.50-$5.00…. and then it made the smooth transition to $6 for 6-pack. (a dollar a holler as we said)…… then $7, then $8, and now many 6-packs of beers are $8.99-$12.99. Some better beers are $14 a 4-pack.

          It isn’t hard to imagine where the trend is heading. Soon it will be $20 a 6-pack and people will bang on about how there is relatively no inflation….. Again, what planet do they live on?

          Jun 01, 2018 01:23 AM

          I do not know of one thing , that has not gone up in cost……….except silver…..lol

            Jun 01, 2018 01:52 PM

            sad but true….

            Silver will play catch up soon enough, and it has gone up the last few years in many other currencies, just not relative the dollar….. yet.

    Tom
    May 31, 2018 31:35 AM

    long SGEN

    AJ
    May 31, 2018 31:37 AM
      May 31, 2018 31:04 PM

      according to some, …….it is only a continuation of 2008……..which was never solved.
      Who in their right mind, ever came up with QE, TBTF……..
      Hell, we have been in a financial crisis since 2000
      Resulting in 9/11………which hid a lot of mismanagement, loss of $2.3 Trillion missing at the pentagon
      We are missing $21 Trillion, that the Shadow Govt. has taken….
      This mess started way before now…….

        May 31, 2018 31:07 PM

        Matthew Yglesias
        American blogger
        Image result for Matthew Yglesias
        Matthew Yglesias is an American blogger and journalist who writes about economics and politics from a liberal perspective. Yglesias has written columns and articles for publications such as The American Prospect, The Atlantic, and Slate. Wikipedia
        Born: May 18, 1981 (age 37 years), United States of America
        Education: Harvard University (2003), Grace Church School, The Dalton School
        Parents: Rafael Yglesias, Margaret Joskow
        Siblings: Nicholas Yglesias
        Grandparents: Jose Yglesias, Helen Yglesias

          May 31, 2018 31:08 PM

          This kid is wet behind the ears……… 🙂

        May 31, 2018 31:10 PM

        AJ…….thanks for the post………I am just ranting……

    May 31, 2018 31:42 AM

    NOVO REPORTS FIRST BULK SAMPLE RESULTS FROM COMET WELL

    http://www.novoresources.com/_resources/news/2018-05-31.pdf

      CFS
      May 31, 2018 31:19 PM

      Or more simply:

      Novo’s Comet samples return 10.4 g/t, 1.5 g/t Au

    CFS
    May 31, 2018 31:15 PM

    OFF TOPIC:

    There’ a lunar political aspect also.

    There are two areas of the moon not much larger than a few tennis courts that are always in the sun. It appears that China will stake out and claim at least the southern area.
    This is important because the “lunar day” is 28 earth days long, which is a problem for using solar energy for a permanent base.

      May 31, 2018 31:15 PM

      Yes I read about that, I couldn’t quite understand though how it could be used, I guess maybe if you have a lunar base nearby. but then a) when’s that ever going to happen and b) is that an area that has any valuable mineral or water ice

    CFS
    May 31, 2018 31:40 PM

    Off Topic:

    MILAN (AP) — Italy advanced swiftly toward a populist government on a second try Thursday, after the leaders of the anti-establishment 5-Star Movement and the right-wing League announced a compromise deal aimed at overcoming the president’s objections.

    CFS
    May 31, 2018 31:25 PM
    CFS
    May 31, 2018 31:25 PM

    MILAN (AP) — Italy’s anti-establishment 5-Star Movement and the right-wing League succeeded Thursday in forming western Europe’s first populist government, which will be headed by a political novice whose first try was rejected four days earlier as too risky for the Italian economy.
    President Sergio Mattarella’s office announced that the new premier, University of Florence law professor Giuseppe Conte, and his ministers would be sworn in Friday afternoon.

    CFS
    May 31, 2018 31:59 PM
    Jun 01, 2018 01:33 AM

    Crypto Millionaire Matthew Mellon Dies Leaving More than $500 Million Lost

    By Sergio – May 31, 2018

    “Matthew Mellon held almost all of his fortune in Ripple in cold wallets all around the country, with no one else knowing the codes to the wallets. A cold wallet is a vault that is not connected to the internet for safety measures, to avoid hacks or breaches. Without those codes, his fortune is as good as gone.”

    “Fiat currencies in bank accounts are owned by identity; yes, there are many security measures for people trying to impersonate others like security pins, passwords, and security questions, but if you forget all that, you can go to the bank office and confirm your identity to seize control of those funds. Cryptocurrencies, on the other hand, are owned by information; who possess the keys effectively possesses the property of the crypto asset. This gives the user more power over its money but also makes the user responsible for the ownership of the information of access, because there is no centralized institution that will come to the rescue if you lose it.”

    https://www.btcnn.com/crypto-millionaire-matthew-mellon-dies-leaving-more-than-500-million-lost/

    Jun 01, 2018 01:36 AM

    Trump to Grant Lifeline to Money-Losing Coal Power Plants
    By Jennifer A Dlouhy – May 31, 2018

    “Trump administration officials are making plans to order grid operators to buy electricity from struggling coal and nuclear plants in an effort to extend their life, a move that would represent an unprecedented intervention into U.S. energy markets.”

    “The Energy Department would exercise emergency authority under a pair of federal laws to direct the operators to purchase electricity or electric generation capacity from at-risk facilities, according to a memo obtained by Bloomberg News. The agency also is making plans to establish a “Strategic Electric Generation Reserve” with the aim of promoting the national defense and maximizing domestic energy supplies.”

    https://www.bloomberg.com/news/articles/2018-06-01/trump-said-to-grant-lifeline-to-money-losing-coal-power-plants-jhv94ghl?utm_source=google&utm_medium=bd&cmpId=google

    Jun 01, 2018 01:10 AM

    GM’s Self-Driving Fleet Gets $2.25 Billion Capital Infusion From SoftBank Ahead Of 2019 Launch

    May 31, 2018 – Joann Muller , Forbes staff

    “SoftBank Vision Fund will invest $2.25 billion in GM Cruise Holdings, the automaker’s self-driving car unit, to help commercialize GM’s autonomous vehicle technology in a large-scale fleet starting next year.”

    “GM is also investing $1.1 billion in GM Cruise, strengthening its commitment to bringing self-driving cars to market in a big way…”

    https://www.forbes.com/sites/joannmuller/2018/05/31/gms-self-driving-fleet-gets-2-25-billion-capital-infusion-from-softbank-ahead-of-2019-launch/#5e9a5f6775eb

      Jun 01, 2018 01:21 AM

      GM……..is setting up for the war economy……to heck with consumers they are toast.
      Govt. no bid contracts, awared, with a generous kick back to politicians is an easier game to play. The world at war, and the rewards to a few 1%ers ruling the sheeple as they go.
      GM…equals Govt Money…..Repeat of WW2……..

    Jun 01, 2018 01:39 AM

    Sean Hannity, 5-31-18 – The Deep State In A Downfall

    https://www.youtube.com/watch?v=G47j9i719f0