1. The Big Question? How does the FED Shrink the Balance Sheet? Less than $1 Trillion in 2008 to $4.5 Trillion Today. Now 23%of GDP from Around 6% Before Crisis.
https://fred.stlouisfed.org/series/WALCL
Category Archives: Daily Top Ten
Daily Top 10 – March 31, 2017
1.AAPL +24% First Quarter…6 Record Highs in March Alone.
AAPL hit $89 in 2016 and showed up on fundamental value screens…+60% off lows.
Daily Top Ten – March 30, 2017
1.PKW Buyback ETFs Has Outperformed the S&P for the Entire Bull Market.
PKW (buybacks) vs. S&P…Chart to watch as rates rise. Will this money switch to capital spending?
www.yahoofinance.com
Daily Top Ten – March 29, 2017
1.Trump Trader Reversal….Tax Cut Basket Gives Back All Gains.
Equity Markets: According to the next chart, the markets seem to be giving up on US corporate tax cuts. It shows that a broad basket of companies paying the highest tax rates has reversed all of its post-election outperformance and then some. The stock market doesn’t see these firms in a lower-tax regime anytime soon
Source: @tracyalloway
