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Alternative Visions – $2 Trillion in Stock Buybacks-Dividends-M&A for 2018 + Supreme Court’s ‘Epic Systems’ Decision – 05.25.18

Dr. Rasmus provides the latest, 1st quarter 2018, updates on accelerating S&P 500 US corporate stock buybacks, dividend payouts, and spending on corporate mergers and acquisitions. Latest data show $178b in buybacks and $113b in dividends and $840b in M&A spending estimates for 2018—i.e. a combined $2.01 trillion for just the S&P 500 largest corporations for the coming year alone. 2nd quarter estimates of …

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Alternative Visions – South American Economies About to Implode; Japan’s recession & Europe’s Stagnation – 05.18.18

Dr. Rasmus looks at the effects of steadily rising US interest rates, and the US dollar, on key South American economies—Argentina, Brazil, Venezuela—as well as other important emerging market economies like Turkey. How policies of business elites governing Argentina and Brazil wrecking their economies are about to worsen further, due to US monetary and Dollar policies. Argentina and Brazil currencies …

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Alternative Visions – Argentina & the 2018 Crisis in Emerging Market Economies – 05.11.18

Download this episode (right click and save) The show leads with updates on latest evidence of stock buybacks in the US, which will exceed $800b in 2018, with another $500b in dividend payouts. Discussion then follows on the growing share of junk and near junk (triple BBB rated) US corporate bonds issued in the US. How BBB bonds may play …

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Alternative Visions – Updates to Trump Tax Cuts & Trump Trade War – 04.20.18

Dr. Rasmus discusses emerging evidence of how the Trump tax cuts are being spent by investors and businesses. As predicted, the 10%-31% bottom line profits windfall from the tax cuts are going to stock buybacks, dividend payouts and mergers & acquisitions. Buybacks and dividends are projected to reach $1.3 trillion in 2018, higher than the previous 7 yr. average of …

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Alternative Visions – Paul Ryan Resigns & Trump’ Trade Retreat – 04.13.18

Dr. Rasmus discusses House Speaker, Paul Ryan’s, announcement this past week to resign and what’s behind it. It’s not about spending more time with his kids or giving up on Trump. What it means for conservative plans to attach social security, medicare, education and other social programs to pay for the annual $1 trillion budget deficits for the next ten …

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Alternative Visions – Trump’s DejaVu China Trade War -04.06.18

Dr. Rasmus assesses the past week’s Trump trade offensive, showing its ‘dual track’ focus: go soft on trade and tariffs for US allies (example the recent Korean trade deal and exemptions on steel-aluminum tariffs) while playing ‘hardball’ with China trade. The steel and Korean deals are summarized. Rasmus argues this phony trade ‘track’ is for domestic political consumption for Trump’s …

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Alternative Visions – Are US Stock Markets About to Turn Down Again? – 03.30.18

Dr. Rasmus looks at the forces pumping up US stocks, especially Tech stocks and S&P500, and the emerging counter forces that may soon prevail to send US stock markets into another major correction. Forces driving the bubble are continuing record stock buybacks and dividend payouts, and now record levels of merger & acquisitions (up 67% in 2018 and $1.2 trillion) …

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Alternative Visions -US Economy’s ‘Triple Witching’ Hour: Budget bill, Fed Rate Hikes, China Trade War -03.23.18

Dr. Rasmus looks at three major economic events of the past week: the Trump $1.3 trillion budget bill, the Fed’s latest rate hike (with 6 more coming 2018-19), and the Trade War he launched last week which (as I predicted on this show last week) was really an opening salvo in trade negotiations with China (not Europe,  Mexico-Canada, Latin America, …