Originally posted on 04/20/2018:
Your timeline is off.
Tax cuts are going to drive tax revenue but lawmakers will spend it. The gov takes in $4T in rev and has a $20T debt. You probably have a higher ratio. Guy makes $100k and has $400k in debt(house, car, ************).
I think the market is going to get very nervous prior to the 2020 election. A Trump loss will mean the end to a pro business government.
We are in the 1st inning on these tax cuts working their way into corp profits. So if it's clear Trump will lose I'd expect a down market starting in mid year 2020. Whole lot of money to be made before that.