Wall Street Model
  • Welcome
  • Model Fundamentals
  • Blog
  • Stock Screen
  • Market Timer
  • Contact Me

More Government Problems

6/25/2017

0 Comments

 
Picture
It really bothers me that I have to give so much weight to what happens in Washington but that has been the way our society has moved for my whole life.  Now we have the prospect of another failed health care vote that will, in turn, call into question the ability of our elected representatives to do anything in general and tax reduction specifically.  My valuation statistics assume a substantial reduction in corporate tax rates and my model would call for a fully hedged position if tax rate reduction does not happen.  All other items of importance are unchanged again this week with the exception of sentiment which has become fully negative. Sentiment does not do a good job of pinpointing tops in the market but it certainly adds more risk to the equation.  Some hedging makes sense until the Washington circus looks clearer but my model is not capable of factoring politics into its quantitative base.
I am trying to get a handle on how many people are interested in my model and its stock picks.  I want to ask a favor - if you are interested in continuing to follow this site whether you are actually using it in your portfolio or not, please click on the "like" button below this post on the left.  Thanks very much!
0 Comments



Leave a Reply.

    Picture
    ​

    With my wife on Aruba
    December 2019

    Categories

    All

    RSS Feed

    Archives

    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    September 2014
    August 2014
    July 2014
    June 2014
    May 2014
    April 2014
    March 2014
    February 2014
    January 2014
    December 2013
    November 2013
    October 2013
    September 2013
    August 2013
    July 2013
    June 2013
    May 2013
    April 2013
    March 2013
    February 2013
    January 2013
    December 2012
    November 2012
    October 2012
    September 2012
    August 2012
    July 2012
    June 2012

Powered by Create your own unique website with customizable templates.