Andre Bakhos - Janlyn Capital

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Last quote by Andre Bakhos

We have a pretty good idea that he (Trump) is targeting lower corporate taxes, lower individual taxes and a simplification of the process, but all that is in an ideal world.feedback
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Apr 27 2017 Trump Presidency
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Andre Bakhos is associated, including Fed and China. Most recently, Andre Bakhos has been quoted saying: “We have a pretty good idea that he (Trump) is targeting lower corporate taxes, lower individual taxes and a simplification of the process, but all that is in an ideal world.” in the article Trump's plan to slash business taxes seen as 'guidepost' by congressional Republicans. An other article where Andre Bakhos has been quoted is Live Donald Trump's Treasury Secretary Steve Mnuchin announces 'biggest tax cut in history'.
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Andre Bakhos quotes

I think you are going to get a tight-ranged choppy market.feedback

The BOJ made some dovish comments and that has given investors an early push on the likelihood of no action from the Fed.feedback

There is a heightened level of uncertainty regarding hikes, and investors aren't confident about any comments coming from Fed officials.feedback

We're coming off a strong session on the back of solid economic data that the markets needed to justify additional exposure to equities.feedback

People are afraid they are going to miss out on performance, so they are chasing. What is left to fuel this market if it's not earnings?feedback

After the substantial rally, the markets are now looking for added fuel. Earnings and the ensuing comments that companies make are going to be the judge and jury as to where we go from here.feedback

This data are a barometer, to many, of economic activity and growth. Any hiccup, any speed bump in China will thwart upside activity.feedback

The market also keeps an eye on oil as another economic barometer. Weak oil, weak economy. Strong oil, stable economy.feedback

The market is showing a little fatigue ... and the question is what's the next theme that's going to push markets higher. It's going to be a tug of war on economic data and the court of investor opinion as to what exactly the Fed does.feedback

You have a little pullback this morning and I don't see it as anything more than that, unless something material, i.e. the Fed goes back on their word, come Wednesday. Right now, it looks to be like a healthy pullback and a little profit-taking off the strength on Friday.feedback

The market is being driven by oil, technicals and on pure emotion rather than tangible fundamentals.feedback

Investors are taking a step back, evaluating what's been going on ... and for the moment, there's a lack of negative news and some stability in oil.feedback

By no means is this indicative of the worst is over. We've had a very erratic, choppy start to the year and the China news is going to give investors a reason to do some short covering and something to hang their hats on.feedback

Those are violent New Year fireworks. That's quite a way to start the day off. Right now, the focal point is China, the global economic condition, and the fact that we're coming off a disappointing year on many levels, a frustrating year on many levels, only to walk in and have the (S&P) futures down 35 points.feedback

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