The Harris economic train is free money for everyone, print, print, print. The Stock market luvs the printing press. Im up 47% in 2024, by XMAS it should be 60%
I've seen the numbers out of Philly, Harris will beat Trump in PA by 2.916534%. All the Covid mess is behind us, AI has advanced to such an extent in 4 years. there will be no 4am ballot drop.
Her lead will build steadily all day and her victory in PA will be announced on Nov 6th at 4:58pm by Fox News decision desk.
My work is almost finished, we have a bid in for the work leading up to the 2026 mid terms. I will be in Europe full time by then so I may pass on politics til 2028.
Trump wins, you short bonds — bet that their value will fall and yields will rise further or lever up on stocks in the near term ...you'd see inflation and interest rates rise and also see corporate earnings get juiced temporarily....I saw yesterday Trump describing tariffs as something the importer isn't paying which is not true....he described tariffs as a cost on the exported...it's not ,
Stanley Druckenmiller has been short UST for 3 months now. The curve steepened after the fed cut 50bp. He also bought the miners at darn near the bottom. Don't get caught on the other side of Druckenmiller.
There is only one way forward and it's Inflation, default is not an option, we will inflate our way out of the National Debt.
That is why if you locked in a mortgage at 3% never let go of it. It's the best dollar hedge possible and the carry is only 3%.
I'd luv to see SALT brought back I have 3 properties with fairly high property taxes. I am lucky to only have one 30yr fixed, I didn't get the low I am locked at 3.875%.
If you have never heard of Druckinmiller, look him up. He is the gold standard in Macro.
Two things scare me about Trump. 1st is the economy, 2nd is national defense. He will certainly f@ck up both.
If he were to win the WH, on Nov 6th Poland will be in UKR with everything they have. 2nd NATO will not wait on Trump, Germany will be in the Suwalki Gap heading straight for Belarus, to defend the Baltic States.
The French will be in Kaliningrad, NATO will request a response from the US, Biden will have assets massed in Finland.
"I've seen the numbers out of Philly, Harris will beat Trump in PA by 2.916534%. All the Covid mess is behind us, AI has advanced to such an extent in 4 years. there will be no 4am ballot drop.
"Her lead will build steadily all day and her victory in PA will be announced on Nov 6th at 4:58pm by Fox News decision desk."