Determining what the future consensus will be today. No AI slop prose.
Joined December 2014
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Where did the notion that "sales is the only thing that matters" in American culture come from?
It predates Trump of course, but got stronger with him.
It was not always true! The Founding Fathers were not sales-y types, they were intellectuals!
True, that's why before the fact you can't bet everything on elections. There really is high stakes for steal/fraud.
Shows how powerful the cultural complex of The West is, still. Immigrants fall over each to hate newer ones to seem "in".
The market may rally hard if Dems get only 49 Senate seats, even though that's a good outcome for them and it does mean the most extreme parts of the Trump agenda are dead, if just Collins and Murkowski cross over.
The comments...
Readers added context they thought people might want to know
The president has previously promised on multiple occasions similar checks of $2000-$5000 from tariff revenues and DOGE cuts, however none ever materialized.
axios.com/2025/11/17/200…
abcnews.com/Politics/trump…
nbcnews.com/politics/doge/…
13newsnow.com/article/news/n…
nytimes.com/2026/09/10/us/…
In fact, when asked about these checks at later dates he pretended he never promised them.
masslive.com/politics/2026/…
It's honorable to steal from thieves.
$ASST
If Indian Americans join the Dem party they get wins and laurels. If they join the Trump side they get insults and losses. What's their incentive if they are smart?
Short $UMAC.
America is not uniquely incapable, but America is kind Brazil/South Africa level on this.
I think it's because America is so wealthy even dumb people get good life outcomes, so they think themselves to have good judgment.
If you're bullish, you want indexes to fade to red right here and tomorrow too.
If you're bearish, you want indexes to close green today and tomorrow.
I'm sticking to my plan described before the fact.
It's bearish that stocks are rallying so hard today (and likely tomorrow). I would have preferred them big down to set up a big buy.
Long bonds and consumer discretionary ripping is a paradox (solvable through some mental gymnastics but still).
