Rank #1: kudlow 6-24-17 Senate healthcare debate. People sold on lower premiums? Tax credits? Essential benefits? Medicaid? Prior conditions? Rand Paul-Mike Lee-Ron Johnson-Ted Cruz-Dean Heller. GOP is mean & death party!
Senate healthcare debate. People sold on lower premiums? Tax credits? Essential benefits? Medicaid? Prior conditions? Rand Paul-Mike Lee-Ron Johnson-Ted Cruz-Dean Heller. GOP is mean & death party!
GA-6 a near-death experience for Dems. Trump referendum! What do Dems stand for? Universal child care tax credits? Universal income? Hate biz? Hate fossil fuel? Tax rich? Sanders/Warren/Pelosi. GOP polling on economy? Urgent push for tax cuts? Cancel August recess vaca? Made case for tax cuts & jobs & wages?
Stocks: Should Fed pause on rate hikes & balance sheet? Where's inflation? Energy crash? $25 bbl Chevron?
Potus giving Chiefs decision-making. But where's end game?
Money & Politics: Are Potus & Congress making the sale on tax cuts, health premiums, regs, infrastructure?
Rank #2: 8-27-16 kudlow: Fed Jackson Hole meeting: Our money is a mess. Fed version of Davos, and just as liberal. Probably more harm than good for economy.
Fed Jackson Hole meeting: Our money is a mess. Fed version of Davos, and just as liberal. Probably more harm than good for economy.
Monetary natives are restless: From left, Dartmouth's Andrew Levin Fed-Up. Easy money, minority governors, reduce inequality. From right, former Fed governor Kevin Warsh blasts central bank. Veteran WSJ reporter Jon Hilsenrath blasts models and blames Fed for populism and public disillusionment. Other lib academics want 3-4% inflation that would ruin savers & investors. And conservative John Tamny wants to end Fed.
Meanwhile economy 1.2% last 4 quarters in GDP revisions. Profits down y/y 5 straight quarters. Biz investment down again. Productivity down.
Need to slash biz taxes across-the-board to revive econ, jobs, wages. Also deregulation. Obama-Care must go. Fed can produce money, but it cannot produce jobs.
Need steady, reliable KingDollar to attract investment, raise confidence, keep prices stable. At 3% inflation, money value halves in 23.5 years. At 2% inflation, value halves in 35 years. Why not zero inflation?
Ann Coulter book: "In Trump We Trust." But did Trump betray her on immigration?
Can Trump still win? Losing in swing states.
WSJ reporter Jay Solomon new book: "The Iran Wars: Spy Games, Bank Battles, Secret Deals That Reshaped Middle East." Supreme Leader Ali Khameini big winner.
Why Trump tax plan is recovery winner, but Hillary's a recession loser. Want higher wages? Slash corp taxes.
Stocks down on week. Fed? Profits?
Rank #3: kudlow 7-30-16 Who won battle of conventions? Trump too dark & pessim? Hill & Dems grabbed Reagan high ground of optimism & exceptionalism? FDR/Reagan?
Who won battle of conventions?
Trump too dark & pessim? Hill & Dems grabbed Reagan high ground of optimism & exceptionalism? FDR/Reagan?
Michael Goodwin NY Post: Hill's big speech uninspired Left wish list.
Hillary recession? Trump knows you can't tax your way into prosperity. Tax cutters JFK & Reagan huge growth from tax cuts.
Real Hillary? Change-Maker? Trustworthy? Really?
Clinton Foundation cash linked to Putin & oligarchs.
Should Trump have raised Russia & DNC hacking? Clinton campaign too?
Polls even up, but only 44%. Meaning?
US econ perilously close to recession. Profits & biz investment keep falling. 1.2% RGDP disaster.
Might Fed really hike rates in September? Stood pat July.
Level Fed & start over! Rules. Currency stability. Small biz, farmers, small banks. Phd models all wrong. Deregulate interest rates. Stanford/Hoover econ John Taylor & Wall St econ John Ryding.
Stocks off for the week. What is profits story?
Rank #4: kudlow 5-6-17 Sen Ted Cruz: Senate outlook for healthcare & tax reform. What should be done, what will be done? Can he support?
Sen Ted Cruz: Senate outlook for healthcare & tax reform. What should be done, what will be done? Can he support? House bill moving in free market direction? Turn back on New Deal like JFK & Ronald Reagan (populist)?
States rights, 10th Amendment, federalism: medicaid caps, illness prior conditions risk pools, essential benefits mandate. $900b tax repeal. Reconciliation? Filibusters? Regs? Senate parliamentarian?
Opens way for tax reform/biz tax cuts. Growth pay-for? State-local tax deduction? BAT? House Freedom Caucus tax plan? How long for tax cuts?
GOP as party of working men & women? Dems elites? Taxes, health, success, biz, border security, refugees, abortion, trade, MAGA, world leadership? Growth/prosperity greatest populist issue?
Former Sen. Tom Coburn & Betsy McCaughey on health debate, House bill, Senate priorities.
Jobs, econ outlook, Fed rate hikes?
Stocks side-ways. Profits strong. But no biz investment. Saintly wife doubled sales 1st 5 months: Trump confidence? Deflation pressures? Apple $1b USA investment?
Jimmy P: Hal Varian & capital deepening.
Rank #5: The Larry Kudlow Show; 02-20-16
Have Republicans lost the growth message? Growth wins, catfights lose.
Fred Barnes: are Republicans campaigning to lose?
South Carolina primary outlook
Pope Francis vs. Donald Trump
Will GOP Senate process Obama’s Supreme Court nomination?
Democratic economists attack Bernie Sander’s spending plans. But is Hillary any better? (69% tax rate)
Profes or John Cochrane: growth is everything.
Retail sales and manufacturing rise. No recession yet.
Fed flip flopping on interest rates.
Profits falling. Stock market not yet out of the woods.
Rank #6: 03-5-16 Romeny Over The Line With Trump Remarks, Stocks Rise For Third Straight Week
Super-Tuesday & GOP debate: can Trump be stopped?
Where does Romney come off slamming Trump?
Could Trump win NY, Ohio, Michigan, Pa?
Contested convention? 1237. Priebus says no.
Trump's across - board biz tax cut spurs growth, jobs, wages. Capital from all over world.
GOP had it coming. Revolt of working class.
Solid jobs report-- but wages fall.
Will Fed tighten?
Stocks rise 3rd straight week. Is correction over? Profits keep falling--5th consecutive quarter.
Rank #7: kudlow 7-16-16 Gen. Jack Keane: Nice, Turkey. World in chaos? Lawlessness? Religious war? US War Declaration? What is our strategy?
Gen. Jack Keane: Nice, Turkey. World in chaos? Lawlessness? Religious war? US War Declaration? What is our strategy?
Former Sec State George Shultz: No country ever long maintained its military power when its econ foundation faltered. Need message of strength to rest of world. Barbary Pirates-- Tom Jefferson. First defeat of Muslim radicals.
2 homers by Donald Trump: Declaration of War & Mike Pence.
Democratic platform sharp left turn. Beyond Obama! Where's Hillary growth package?
Hillary blames whites & cops for shootings in St Paul, Baton Rouge, Dallas. Embraces Black Lives Matter. Trump defends cops: I'm candidate of law & order.
Tear down the Fed. Start all over. (dereg rates, end interest on excess reserves, rule-based, stable dollar, small biz on Fed, end Phd phony models.)
Better econ stats. 3% Q2. But 1.9% y/y.
Post Brexit stock melt-up? But will profits sustain it?
Rank #8: kudlow 7-9-16 What is wrong w/ America? Shooting after shooting. What should be done? Need new moral movement? Community policing? Training? Can't just blame Obama or a few groups. Bigger problems than that.
What is wrong w/ America? Shooting after shooting. What should be done? Need new moral movement? Community policing? Training? Can't just blame Obama or a few groups. Bigger problems than that.
Is Jim Comey treating Hillary different than ordinary folks?
Is Comey decision really a gift for Donald Trump? Killer for Hillary?
Trump has good day in DC.
Jobs rebound, but trend still slowing. Time for a supply-side solution?
Stocks stabilize after Brexit, but Q2 profits begin this week.
Rank #9: 02-6-16 #GOP Debate, Obama Oil Tax, Jobs Report- Mediocre
GOP debate on Sat. Tuesday Dem & GOP primaries. What's the picture? Trump off message?
On policy, what are candidates saying? Message from Dems & GOP? Growth? Redistribution? Taxes?
Do any Dems remember JFK tax cuts?
Hillary on Wall St, attacked by Sanders. Ave wage of financial companies is $50K. Middle class.
Obama oil tax. Is this a joke?
Jobs mediocre. What will Fed do?
Stocks slammed. Looks like bear mkt. S&P - 12% since May peak.
Rank #10: kudlow 5-20-17 Treasury Sec Steven Mnuchin leads way for pro-growth tax cuts w/ 3% growth paying for them.
Treasury Sec Steven Mnuchin leads way for pro-growth tax cuts w/ 3% growth paying for them. Reconciliation very flexible? Don't have to use CBO or JTC estimates. Is Admin coming together w/ House/Senate? Timetable? Year end? Banking reform?
"Let this go" is not obstruction of justice. Not crime.Mueller's jurisdiction? Narrower than past. Why didn't Comey report memo to DoJ? How long? Advice to Trump? Confusion: what are they investigating? Sr. WH official person of interest. WH leaks! Nut job. Relieved Trump pressure.
Stocks: buy the dip because tax cuts are coming? Profits? Econ outlook? Fed? Amazon near 1,000? 250% S&P is bull mkt not just a rally? Dollar-gold-oil?
Dr. Rock Positano: "Dinner w/ DiMaggio: Memories of American Hero"
Money & Politics: Can US get back to 3% growth? Most econs say no. But capital formation is key. Outlook for health & tax reform? Pence for Prez?
Rank #11: 04-2-16 How structural unemployment with no wage gains created election revolt in both parties. Slash corp tax, and then Yellen can normalize rates.
How structural unemployment with no wage gains created election revolt in both parties.
Slash corp tax, and then Yellen can normalize rates.
Is Trump making rookie mistakes that can be overcome, or is he self-destructing? Cruz sex affairs?
Key issues in campaign? Money, taxes, regs & limited gov't?
Trump vastly off message? Give series of policy speeches w/ teleprompter like AIPAC?
Who wins Wisconsin? Sanders beats Hillary? Cruz over Trump? Then New York, and Northeast.
Will GOP rig convention against Trump? Anti-Trump delegates? Cruz? Last minute rule changes? GOP breaking pledge? Establishment setting up Paul Ryan? Cruz is Trump battering ram to destroy Trump? Then Cruz taken down?
Stocks back in rally? Profits? No Fed?
Rank #12: 6-25-16 Brexit good for freedom, good for growth, Magna Carta 2.0 Economic and financial and trade consequences of Brexit.
Brexit good for freedom, good for growth, Magna Carta 2.0
Economic and financial and trade consequences of Brexit.
Steve Forbes opposes Brexit.
Will Boris Johnson lead new EU trade deal? 2 years under Lisbon agreement.
Brexit: Trump wins, Obama loses. US election parallels Brexit?
Trump squares off against Hillary: who won?
Hillary accuses Trump of fostering recession.
Pro-growth tax reform from Kevin Brady/Paul Ryan. Should Trump support? One united plan? Trump/Ryan condominium on issues?
Janet Yellen uses R-word? Biz investment & profits falling. Cap goods too.
British stocks fall much less than US. Spain & Italy worse. Why?
Investors should ride out financial volatility. Last several more months.
Rank #13: 02-13-16 #SC Preview, Stock Continue To Drop
Trump landslide-- Positive, optim message-- growth & national security.
Message matters: Trump succeeded, Yellen failed. (Kasich improved.)
Trump wants to overturn GOP. Stop money influence.
S. Carolina GOP debate and primaries. Clincher for Trump? Evangelicals disappoint Cruz?
Hillary panders to blacks, unions,women. But no mention of rash of cop killings. Lost women anyway.
What exactly is Hillary's message? Obstruction of justice? Gross negligence? Soros/Goldman money problem?
Explaining Bernie Sanders' "socialism."
Stock market drop continues. Is recession coming?
Israel's elite military force. But are they pulling back?
Rank #14: kudlow 12-9-17 Trump and taxes
Corey Lewandowski and David Bossie on new book: Let Trump be Trump
Liz Peek and Mark Simone on the treatment of Trump by the press
Stock market and all financial indicators all up. Here comes the Boom!
Money and politics discuss the tax cut bill and the economic effects
Rank #15: kudlow 4-22-17 Maria Bartiromo talks about Trump interview and her financial economic outlook.
Can biz tax cuts pay for themselves? Mnuchin & Cohn say yes to dynamic growth models. So does Art Laffer Comm4Prosperity. Committee for a Responsible Budget says no.
Maria Bartiromo talks about Trump interview and her financial economic outlook.
Is their a Health Care deal ? Working w/ Senate? Tax Reform this week? CR extension? Gov't shutdown? Dynamic scoring? 3%=$4 tr revenue increase. Cong Dave Bratt.
Is bipartisan corporate tax reform possible? Former Obama CEA chair Jason Furman.
Flattening yield curve, falling bond rates, lower inflation breakevens, decline retails sales, no biz investment? Profits over exuberant? GO rose in Q4. Trump policies?
Why BAT tax is wrong. Corp tax reform. Tax rate incentives matter. Is Trump wrong on trade? Can we make 3% growth? Alan Reynolds birthday week.
Start w/ biz tax, then omnibus individual tax. Child tax credits? Infrastructure? What will Trump tax overhaul look like? Throw out campaign plan?
1962 Trade law section 232 national security protectionism? Tampering w/ H-1B visas? Buy America? Reagan or Bush economy?
Rank #16: kudlow 4-29-17 Trump's dramatic tax reform announcement caps off solid 1st hundred days.
Trump's dramatic tax reform announcement caps off solid 1st hundred days. Gorsuch, reg rollback, border & national security. Consumer, biz, small biz, & stocks all up. Trade war fears down: China, NAFTA, 232, dumping wood & steel. Negotiation, not war?
2nd hundred days: taxes, healthcare, infrastructure, border wall, refugee visas, sanctuary cities. Can GOP govern?
It looks more optimistic to me. Trump optimism: Think big, dream bigger.
Foreign policy surprises: Syria, Russia, N Korea, ISIS. Endgames? Winning?
Is senior staff operation coming together? Foreign? Domestic? Econ? Trade? Can GOP govern?
What are polls telling us?
Democrats 1st hundred days?
Tax cut growth pays-for deficits! Mnuchin. Campaign plan won. WAPO & NYT. Wage-earners. Obama people carping on deficits? New Deal failed, it's our turn JFK-Reagan-Trump. Trump must sell it. Growth, jobs, wages. Rallies. Reconciliation whatever you want it to be.
Stocks rally on taxes & trade. Earnings up. GDP 2%. Fed?
Rank #17: Larry Kudlow 12-12-15
Steve Forbes: "Reviving America"---Obamacare, tax reform, Fed reform.
Oil collapse. How low? $25 ?
CT. Gov Melloy: no guns for people on federal watch lists.
Donald Trump: keep Muslims out. Political fallout?
Stocks plunge. Profits down.
Should Fed hike target rate?
Rank #18: kudlow 12-2-17 Sen Roy Blunt of GOP leadership will talk about Senate tax bill & next steps. Will back door capgains tax hike on individuals be taken out?
Sen Roy Blunt of GOP leadership will talk about Senate tax bill & next steps. Will back door capgains tax hike on individuals be taken out?
Charlie Gasparino & Dan Clifton talk taxes. Trillions more in revenues.
I'd vote for it. You should, too. Pluses & minuses.
Trump expects to be cleared in Mueller probe despite Flynn plea.
John Hinderaker & David French talk Flynn, Mueller & Trump. No collusion. Weak case.
Kevin O'Leary & Stephen Weiss: Biz tax cuts & flying stock market.
Doug Schoen's new book "Putin on the March." He is succeeding. Trump policy. Mueller? Tillerson gone?
Rank #19: Kudlow 3-11-17 Tax reform should come first. Moore, Laffer, Forbes, me. Don't need revenue neutral. Shift tax credits & std deduction. Potus needs W's. Higher capgains, lower revenues. Graft on to reconciliation. Pro-growth.
Tax reform should come first. Moore, Laffer, Forbes, me. Don't need revenue neutral. Shift tax credits & std deduction. Potus needs W's. Higher capgains, lower revenues. Graft on to reconciliation. Pro-growth.
AHCA: more to low end, less to hi end. Pay sick directly w/ vouchers.Huge tax cut. Good shouldn't be enemy of perfect. GOP always has tax credits. Level biz & indiv. Get rid of mandates. How can conservatives fix 1st draft.
Good but not great jobs. Fed rate hike. For inflation, non-wage commodities, mkt price indicators. '85-2000. Wayne Angell.
Steve Forbes on trade, BAT, tax reform, econ, interest rates.
White House civil war on trade.
Stocks over-valued? Q4 domestic profits fell. Delayed tax reform.