Electing Trump instead of Biden is net bullish for real GDP and SPY long term because fewer regulatory constraints on aggregate supply. Shorter term there may be a panic sell off.
Obama is a clown, mixed his words up, shouldabeen.."don't over estimate Joe's ability, it's all over."obama said "don't under estimate Joe's ability". it ain't over![]()
Obama is a clown, mixed his words up, shouldabeen.."don't over estimate Joe's ability, it's all over."
I have hinted at this since since early February... but I am now 100% sure. There won't be any rate cuts in 2024. Not sure what your friends do, but if they can make any money off of that, they can bank on it.The macro-guys in my chat are not aligned with my thinking. They will be dealt with, post-haste!
That’s kinda inconsistent with history - Republican presidents are generally bearish for the market. Obviously, it can be correlation rather than causation, so take it with a grain of salt.Electing Trump instead of Biden is net bullish for real GDP and SPY long term because fewer regulatory constraints on aggregate supply. Shorter term there may be a panic sell off.
In Japan, a significant portion of their national debt is owned by domestic investors. The US on the other hand, has a substantial amount of debt held by foreign countries. The global political and economic implications of this may be of significance in the future.