INSTANT INSIGHT | Taylor: 'The Iowa Vote Is A Referendum On Donald Trump's Candidacy'

Ahead of tonight's Iowa caucuses, we thought we'd bring you a few key insights from Potomac Research Group Senior Analyst JT Taylor. Below is a brief excerpt from Taylor's "Morning Bullets" sent to PRG institutional clients each morning. 




INSTANT INSIGHT | Taylor: 'The Iowa Vote Is A Referendum On Donald Trump's Candidacy' - trump


"TRUMPING THE COMPETITION?: The Iowa vote will be a referendum on Donald Trump's candidacy; if Trump can convert his massive crowds into turnout at the caucus tonight, then he should notch his first victory. Those hoping for a lot of Trump no-shows will probably be disappointed. He's been at the top of the polls for six (!) full months now, and one shouldn't doubt the enthusiasm. The last Des Moines Register poll released over the weekend showed Trump leading Ted Cruz by five percent, and higher turnout will be to his benefit, not Cruz's. 


A win in Iowa would turn the Trump phenomenon into cold reality. In the event he wins Iowa, establishment-wing Republicans worry he'll have enough momentum to roll on through NH and then the Super Tuesday primaries with almost triple the number of delegates than anyone else. Cruz would be the most immediately hurt -- but what could he or the other candidates do to dent Trump in return? Cruz, meanwhile, has made a late shift towards attacking Marco Rubio in ads, rather than the frontrunner." 


For more insights from Taylor watch the video below:

Cartoon of the Day: 'Biggest Tax Cut Ever'

President Donald Trump's economic team unveiled what he called last week, "the biggest tax cut we’ve ever had.” Before you get too excited about that hang on a sec. "Trump Tax Reform ain’t gettin’ done anytime soon," Hedgeye CEO Keith McCullough wrote in today's Early Look.

read more

Neurofinance: The Psychology Behind When To Sell A Bull Market

"Most momentum investors stay invested too long, under-reacting and holding tight after truly bad news finally arrives to break the trend," writes MarketPsych's Richard Peterson.

read more

Energy Stocks: Time to Buy the Dip? | $XLE

What the heck is happening in the Energy sector (XLE)? Energy stocks have trailed the S&P 500 by a whopping 15% in 2017. Before you buy the dip, here's what you need to know.

read more

Cartoon of the Day: Hard-Headed Bears

How's this for "hard data"? So far, 107 of 497 S&P 500 companies have reported aggregate sales and earnings growth of 4.4% and 13.2% respectively.

read more

Premium insight

McCullough [Uncensored]: When People Say ‘Everyone is Bullish, That’s Bulls@#t’

“You wonder why the performance of the hedge fund indices is so horrendous,” says Hedgeye CEO Keith McCullough, “they’re all doing the same thing, after the market moves. You shouldn’t be paid for that.”

read more

SECTOR SPOTLIGHT Replay | Healthcare Analyst Tom Tobin Today at 2:30PM ET

Tune in to this edition of Sector Spotlight with Healthcare analyst Tom Tobin and Healthcare Policy analyst Emily Evans.

read more

Ouchy!! Wall Street Consensus Hit By Epic Short Squeeze

In the latest example of what not to do with your portfolio, we have Wall Street consensus positioning...

read more

Cartoon of the Day: Bulls Leading the People

Investors rejoiced as centrist Emmanuel Macron edged out far-right Marine Le Pen in France's election day voting. European equities were up as much as 4.7% on the news.

read more

McCullough: ‘This Crazy Stat Drives Stock Market Bears Nuts’

If you’re short the stock market today, and your boss asks why is the Nasdaq at an all-time high, here’s the only honest answer: So far, Nasdaq company earnings are up 46% year-over-year.

read more

Who's Right? The Stock Market or the Bond Market?

"As I see it, bonds look like they have further to fall, while stocks look tenuous at these levels," writes Peter Atwater, founder of Financial Insyghts.

read more

Poll of the Day: If You Could Have Lunch with One Fed Chair...

What do you think? Cast your vote. Let us know.

read more

Are Millennials Actually Lazy, Narcissists? An Interview with Neil Howe (Part 2)

An interview with Neil Howe on why Boomers and Xers get it all wrong.

read more