Something fishy going on...you all sensing market tantrum?
There is a pull now that market players don't understand or get. When I talk to money managers they tell me ALL OF THEIR BIG PLAYERS are talking about the Election.
When a talking head goes on Bloomberg radio she says eh... it's a ways out blah blah blah.
The Trump trial and this early debate have brought forward election drama and fears.
If you look overseas a lot of Nazi's are winning. The Nazi party is making a strong comeback driven by prejudice and fear of immigrants. Also violence has swept through these elections, a few candiadtes were murdered in Mexico or somewhere like it.. (sorry-60 min story) and some guy was knifed somewhere else.. (Europe) so the prospect for a divided vote and or a Supreme Court getting invioved and the left wing mobilizing forces and surrounding the white house.. it could happen.
The debt situation is the real deal. And if France loses to the far right kiss that counrty goodbye.
The real fear in big money land now is any kind of taking of both congress and the white house by our own Nazi's the Maggots. MAGA's. And if that happens the stock market will crash.
sept/oct/nov leading into this election we will be free falling. Especially if Biden look old and unlikely to win.
Back to the Goldman call-- they are modelling a late summer correction.. back to my original call here-- we get the hell out best we can after the first rate cut<---------
all of that kind of screams BE VERY CAREFUL AUG/SEPT.
Take all of that and add a great number of economists I talk to agree with me we should be cutting NOW. There is a real fear as well that THIS FED IS BEHIND // just as he waited too long initially to lower; he is making the EXACT same mistake now>>>>>>>>>>>>>>>>>~si
