Its a bad time to be investing in the market election years are dicey and the market has been high for years.
The highs at least have something to do with the market.
There isn't an avowed communist running the country.
There is a real effort to deregulate markets.
There is a real effort to remove some of the letter agency restrictions that stifle the market.
There is a real effort to actual achieve some equity in our trade policies.
The tax code has been changed to benefit the market.
Did prices exceed the actual policy changes - sure - but I think there is still a pent up boner.
This is a risky year.
The market is wondering are we going communist or will we continue as capatilists.
Big money Dem donors don't want communism. They want the crony capitalism that marked the Bill Clinton/Bush/Obama years. Keep paying the political party in power, donate to their pet causes as expected, get left alone to do what you want, have the senate make legislation that either excuses you from rules or will allow you to conduct business in a manner that increases your profit but fucks the country without censure.
Corona virus I predict will be forgotten about in two weeks. Election season really kicks off Wednesday and it will suck all the air out of the room.
Markets will watch to see if a communist is running.
The Dem party will be in disarray.
The markets will watch to see if the Dems fuck Bernie.
If they do they need to go to someone not on the current bench to run. None of the present candidates has a better chance than Bernie.
Will the country accept a "shadow candidate". The markets will watch to see.
Chamber of Commerce doesn't really want Trump but he is the lesser of two evils. They find Trumps desire to put the Country above business a bit distasteful but its better than nationalizing their businesses.
If Trump is elected there is upside for the market.
He will have the mandate to...
Unfuck health care - get that burden off the back of people that want to buy cars and boats instead of perscriptions.
Make middle class tax cut permanent.
Phase II trade deals.
Cutting Dept of Defense commitments overseas.
More border security eliminating the slave labor pool which should increase workers wages.
An infrastructure bill.
More business investment in country.
Hang the coup plotters.
We will have a responsibility too......expect to and demand to pay more for American goods. Support US manufacturing but demand durable quality. Currently we get cheap crap with expected cheap performance. Sell this as a "green new deal".
I bought an Otte Gear jacket this week. There shit looks like it has good features but their prices are huge. There shit is made in Corona Virus land. The too items of theirs I own were only purchased because they had a "sale" that put the gear at about 1/3 its retail cost. Anyway the multi cam softshell that arrived this week is labled as "Material made in USA, Assembled in Vietnam".
So we will pay an oil burning cargo ship two way travel for something as simple to make as a jacket? Where is the AOC outrage? Not only is the travel not green but the jacket was probably sewn by someone being paid food for labor, probably not in an ISO 9001 facility, probably under conditions OSHA would have a shit fit about and the factory probably dumps its waste into the Pacific.
Trumps policies are the only ones that may correct that providing better goods, better environment, and a better strategic footing.
There is only one way to achieve upside this year. Its a black and white election.
Expect violence. Buy more ammo.
