Trump May Pick Sanders as VP $SPY $DJX, $QQQ

So the Donald is neck and neck with Hillary. Hillary cannot shake off Bernie. Donald needs something to shake off Hillary. Consider this: Pick Sanders as the VP. It ties up the angry vote which is rebelling against establishments left and right. Many Sanders supporters like the Trump message.

Trump has been opportunistic. Sanders is not disliked by the NRA. Both claim to want to bash Wall Street. Sanders is independent. Trump can ignore his VP if he gets in but it gets him the White House.

In a war you need to get strategic advantage. This would create a new dynamic which none of the existing strategists has even considered.

Beats an independent ticket.

George Gutowski writes from a caveat emptor perspective.

Coming Political Disaster Credit Cards $DFS, $COF, $XLF, $AXP, $V, $MA

OK so it’s probably Donald and Hillary; both from New York. Hillary needs to keep riding the Bernie Sanders wave of blame Wall Street for everything. Trump needs to keep his disgruntled base alive. No one likes their credit cards company. No one likes to pay. No one likes the sneaky rules that entrap many credit card users. Frequently intelligent people as well.

Credit Card companies have been doing quite nicely. They would be easy bashing for both Donald and Hillary. No re-election worries for four years so let’s kick the crap out of them before the lobbyist reminds you of stuff.

But in the the mean time it will look bad for credit cards. Just remember bulls markets are born on pessimism.

George Gutowski writes from a caveat emptor perspective.

Starbucks Debases It’s Currency $SBUX Not Really

Recently many financial news outlets were appalled that Starbucks had debased its currency. For the non Starbucks user that’s the star rewards system for the frequent user.

Major change yes. The olde system revolved around beverages mainly coffee. The new system is more rapaciously capitalist and revolves around dollar volume tweaked to profit margins and under-utilized time slots when the baristas are not busy enough.

Good move Starbucks. You are moving away from the breakfast model into an all day bakery with selected liquor licenses.

The true genius of the system is the prepaid float that Starbucks is developing. Every business loves it’s free cash. Just ask banks that offer no interest chequing accounts.

George Gutowski writes from a caveat emptor perspective.

Apples Geopolitical Naïveté $AAPL, #DIDI, $FXI,$DANG

Apple is demonstrating some extreme geopolitical naïveté. Looking for growth they have dropped a Billion American into DiDi and think they are playing with some of the big players in China.

The biggest player is of course the Chinese Communist Party. Mao Tse Tung’s grand children are mainly engineers and want to ensure China is resurgent and powerful. Apple is a strong example of western success not Chinese success. As Yahoo found out they have ways to cut you out of deals without you even realizing it.

The Asain mind that studied at American Universities vs the American Psyche that wears comfortable New Balance Shoes. Hmm

Well the deal so far only cost Apple $1 billion. They have some $253 Billion but whose counting.

You know what they say. When you look around the room and can’t figure out who the stupidest guy is; it’s you. The Apple logo may have two bites in it soon.

George Gutowski writes from a caveat emptor perspective.