Us much higher still. House of pleasure. But todays session, it was all about realism. Recognition that all is not well. And we better be really careful or we can give up a lot of these terrific gains. The house of pain. The contrast explains a ton of whats happening now. Lets tick down what really drove fridays rally and what could take us down from friday. First, oh, boy. We came in on friday with a full head of china steam. The purchasing managers reports out of china represent nothing short than a wholesale shift in business activity. Its clear something major is happening in the peoples republic. The government after being worried about inflation has clearly gotten growth religion which is why you seeing these expansionary numbers. The Charitable Trust is buying the fxi. Proxy for the chinese stock market is the way to play this turn. I think you should be buying it, too. Buy, buy, buy. With china growing, a host of stocks can go higher. Everything from nike, seems really good rig
Trump . When Research Suggests that it might be all traced back to china. What in the world . Also, the jon stewart of egypt. Now living in exile in the United States tells us exactly what is going on in his very troubled nation. And while theres much worry about american politics, is europe actively falling apart . Yes, according to greeces former finance minister. It would be awful, frightful and highly disruptive. But first, heres my take. At the heart of Donald Trumps appeal is his fame as a successful businessman. Its why most of his supporters dont really worry about his political views or his crude rhetoric and behavior. Hes a great ceo and hell get things done. No one believes this more than trump himself who argues that his skills in the commercial world amply prepare him for the presidency. Now theres some debate about trumps actual record as a businessman. Regardless, its fair to say that he his formidable skills in marketing. Hes been able to create a brand around his name
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