The Next President?

Summary

Discussion of the potential effects on equity, bond, commodity, capital and asset markets regarding:

Automotive Debt; Q4 2015 GDP; Jan 2016 Durable Goods.

Reflective Rhetoric; De-evolution.

Perception is Reality; The Fallout of Bad Choices.

The President satirically tells a tragically beautiful story of a brutal dictator on the lam, who comes face to face with the injustices committed by his regime, when his country is taken over by revolutionists who place a bounty on his head. Exhibiting sweeping cinematography, a modern fable about power, reconciliation, and the hope for breaking a never ending circle of violence. This brilliantly acted film explores the possibility of stopping the violence after a revolution in search of freedom and democracy.

Automotive Debt

"That eighteen (18) month at ZERO% grace period could be the only thing holding the consumer credit tidal wave up for the time being" -In Time?

$920B in Revolving Credit and $1.3T in student loans, a ticking bomb? If you missed our last missive In Time?, you should make and take the time, pun intended.

Plucked from recent headlines: "The average college graduate who has any student loan debt graduates with between $25,000 and $30,000 in student loan debt. On a standard ten year repayment schedule, this means a monthly payment in the range of $280 to $330 per month. The average new car loan in the second quarter of 2015 averaged $28,500, was for five years, and carried a monthly payment of $483 month." - Forbes

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