CONSCIOUSLY LIBERAL | The End of Trumpflation?

On November 9, the day after the US Presidential Election, I wrote a blogpost regarding market responses to the surprising Trump victory. It was an extraordinary day for markets as portfolio managers, institutional investors, traders, etc. scrambled for dividend-yielding stocks after pulling out of safe-haven investments. That marked the first day of Trumpflation, which famously led the DOW (DIA) and S&P 500 (SPX) to a 109-day streak without a decline of at least 1%. Both indexes were able to continue their streak even after the Feds raised interest rates to 0.75–1.00%.

KRAVITZ’S KORNER | Ditching The Two-State Constraint

Part of President Donald Trump’s unorthodox approach to his presidency is his perspective on the Arab-Israeli conflict. He recently declared that the conflict may be solved in ways other than a two-state solution, bucking several decades of U.S. policy. Many groups, both inside and outside Israel, have blasted the president for his views. A two state solution may sound like a reasonable resolution to the problem since it establishes two states for two peoples. However, the realities on the ground prevent such a solution from being implemented smoothly.


On January 25, the U.S. Department of Education initiated its sixth inquiry into alleged mishandling of sexual assault investigations by Cornell University, in accordance with Title IX of the United States Education Amendments of 1972. While seemingly well-intentioned, the Department of Education’s aggressive application of Title IX is a disquieting assault on the United States Constitution and individual rights. Title IX prohibits discrimination on the basis of sex in any federally funded education program or activity. In 2011, the Office of Civil Rights heavily expanded Title IX’s interpretation by disseminating the “Dear Colleague” letter. This communication, which was distributed with the noble intention of reducing sexual assault on college campuses, directed universities to evaluate sexual assault cases based on the “preponderance of the evidence” standard, as opposed to the “beyond reasonable doubt” standard, which is used for all other criminal cases.

NOBODY’S OPINIONS | Alternative Trump

Most people probably think at this point that Trump is not very competent. It certainly seems to be a reasonable conclusion, considering the non-stop flow of fiascos – Muslim ban, Jeff Sessions, now the Obama wiretap tweets – all in his first month or so. Now, I’m not saying Trump isn’t stupid, but I’d like to consider an alternative: that Trump is in fact extremely competent, that his staff is competent and that they are all in league with Putin. Let’s see how well this theory holds up to stress. I mean, for me it’s hard to totally dismiss the Trump team after they managed to win the general election with no pre-existing reputation in politics (outside the birther movement).


With an open mind and two sides of the story, you’re bound to learn something new. Welcome to the zoo! This is a blog where both the Republican and Democrat viewpoints are represented. The blog is not meant to sway you either way necessarily, just to present both sides of the story. You may not agree with the whole article, but hey, you’re likely to agree with half!

OUTSIDE THE MAINSTREAM | Trump’s War with the Media

Last week, Donald Trump did something that broke decades of history and infuriated much of the media. It was also one of the least surprising decisions of his presidency. When Trump prevented several media outlets from attending a private White House briefing with Sean Spicer, he simply followed through on a campaign promise. After all, Trump engages in a self-declared “running war” with the media. In order to win his war, he seeks to limit the effectiveness of certain publications in covering him by cutting off their access and delegitimizing their sources.


The last two weeks have been rough. They have been really really rough. Trump has imposed the travel began, ordered the construction of the wall, appointed a Secretary of Education who favors “for-profit” charter schools, cozied up to Russia and signed more “law and order” executive actions. The list could keep going. I actually think the press has not done too terrible of a job covering these stories.

KRAVITZ’S KORNER | The Strawman Illegal Immigration Argument

The Strawman Illegal Immigration Argument

One of the most devious tactics employed by seasoned debaters is to give the impression of refuting an opponent’s argument, while actually refuting an argument that was not advanced by that opponent. Deploying this rhetorical strategy is precisely what many have done when it comes to illegal immigration. This tactic may be effective political theater, but it does nothing to address this important issue. The argument is commonly made that the United States should not increase border security nor defund sanctuary cities because that contradicts the central notion that the United States is a nation comprised of immigrants. This is a prototypical example of a strawman argument.


A few weeks ago, I could’ve woken up without seeing something totally insane in my news feed when I checked Facebook in the morning. “Donald Trump suddenly and without warning implements Muslim Ban, causing massive backlash worldwide.” “Eric Trump has a suspiciously high secret service bill.” “Sarah Silverman advocates military revolt against the presidency.” Honestly, though, the most surprising and annoying thing about the last one is that it’s news. Why is it important? It’s obviously not realistic, and it’s not profound, and yet somehow people still care. It’s one of those rare and paradoxical instances where caring about something shows you’re NOT actually taking it seriously (I hope).


Trump’s anti-Muslim ban has had harrowing effects on the lives of real people, keeping loved ones away from each other, crushing the dreams of immigrants and trapping people in unfair and unjust situations. It is an aggressive act, designed to incite fear and hatred and put in place to validate a disgusting view of people around the world. Yet the question of how to oppose the ban effectively may prove difficult to answer. While some have put their faith in the judicial system, which may prove effective, Trump’s nomination of Neil Gorsuch to the Supreme Court shows that if the case reaches the court after Gorsuch appointment, there is a good chance the ruling may stand. Personally, I think a more broad-based approach is necessary, which can be seen by what happened last Thursday night.