Here's the part of that thesis that I can't reconcile. The Fed is no friend to Trump, if not an outright enemy. I have never bought in to their official politically neutral position. In the end, they are making Trump look good by murdering the dollar and cranking the market up. Why would they do that? What is the motive there? My bottom line to that is that there may be something going on behind the scenes that is forcing their hand. That may be a bit simplistic for such an analysis, but getting to the motive is important.