Agree that politics doesn't affect as much as people think. It most likely maximizes happiness to ignore it entirely... but it's just so damn hard to with rage-bait being a currency. I don't like it.
To your point about megacaps.. current leading bet on VP is Vance, and it's right on his Wiki that he "has called to break up Google as well as implying he believes Meta should be split up".
There you go, look at the premarket action today nq is up 100 and meta is red right now. You always have to be thinking about the trade ahead. Meta is a great company but they may have issues if he wins and for now we have to price things like he will and be shocked if he doesn’t
You know, with a weakening U.S. dollar, I would think an ETF like $EEM would outperform in the months ahead as emerging markets find themselves trading more with each other and Europe (could be wrong, though)
Absolutely, the issue there though is the heavy China allocation and who knows what’s coming with Trump and China should he win. I did write up eem as a weekend best idea a few weeks ago.
Agree that politics doesn't affect as much as people think. It most likely maximizes happiness to ignore it entirely... but it's just so damn hard to with rage-bait being a currency. I don't like it.
To your point about megacaps.. current leading bet on VP is Vance, and it's right on his Wiki that he "has called to break up Google as well as implying he believes Meta should be split up".
There you go, look at the premarket action today nq is up 100 and meta is red right now. You always have to be thinking about the trade ahead. Meta is a great company but they may have issues if he wins and for now we have to price things like he will and be shocked if he doesn’t
Went heavy into bito and coin few days back allocating capital from aapl into them … had rough last week but should be up big if crypto holds up 😀
You know, with a weakening U.S. dollar, I would think an ETF like $EEM would outperform in the months ahead as emerging markets find themselves trading more with each other and Europe (could be wrong, though)
Absolutely, the issue there though is the heavy China allocation and who knows what’s coming with Trump and China should he win. I did write up eem as a weekend best idea a few weeks ago.