(1) No guarantees in past performance. (2) No recession in sight. (3) Do Trump’s plans suggest next recession will be sooner rather than later? (4) Q4 GDP estimates losing air. (5) Animal spirits have been stirred. (6) Dealmakers could be good for the economy, unless they are just a bunch of cronies. (7) Old Normal business cycle may be back, though technology, productivity, and the strong dollar could keep a lid on inflation. (8) Getting ready for 2017’s simpler and mostly lower taxes in Trump World. (9) More on the border tax, and who wins and loses.
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