"Senate Republican plan proposes cutting U.S. Corp. tax bracket to 25% from 35% for 1 year"
-Reuters
While this isn't a new conceptually, the timing matters relative to the market's expectations. God knows people are bearish out there, but the US Dollar and VIX are breaking down here through important levels of support. These factors, combined with tax cutting rhetoric, are going to be hard for the bears to fight.
Keep moving out there - we've been investing our oversized cash position. If the US$ goes down, stocks are going up.
KM
-Reuters
While this isn't a new conceptually, the timing matters relative to the market's expectations. God knows people are bearish out there, but the US Dollar and VIX are breaking down here through important levels of support. These factors, combined with tax cutting rhetoric, are going to be hard for the bears to fight.
Keep moving out there - we've been investing our oversized cash position. If the US$ goes down, stocks are going up.
KM
