You may be interested in this piece <https://www.bloomberg.com/news/articles/2017-03-14/as-trump-charms-wall-street-robert-shiller-gets-dot-com-deja-vu> about Robert Schiller.
On Wed, Mar 15, 2017 at 6:41 PM Steven A Smith <sasm...@swcp.com> wrote: > I know this is pretty general or vague, and a redux of something I > already asked, but is there any collective wisdom in this crowd about > the soaring stock-market as *apparently* boosted by Trump's ascendancy? > > It looks (naively) to me as if the portion of the market that is > climbing fastest is that which is most benefited by rolling back all > regulations and lighting up the extractive/exploitative industries > domestic as well as foreign. On the other hand, the Tech sector is > soaring too, and it isn't as *conventionally* extractive or > exploitative, though I suppose it is even worse about offshoring than > heavier industry? > > My utopian fantasy is that the Trumpian ascendency will lead to a > terrible crash of the "Titans", leaving a very few astute high tech > companies continuing to rise like an untethered balloon? Seems like > disruptive/transformative industries might do well whether Trump and his > cronies hit a wall or not? TSLA and their vision? I can't tell if > AAPL has run it's course, it has done pretty well in spite of Jobs' > passing.. > > I'm not looking for stock tips here, just trying to read the writing on > the wall of this particular sector/subject? > > - Steve > > ============================================================ > FRIAM Applied Complexity Group listserv > Meets Fridays 9a-11:30 at cafe at St. John's College > to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com > FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove >
============================================================ FRIAM Applied Complexity Group listserv Meets Fridays 9a-11:30 at cafe at St. John's College to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove