Oct

24

 I am quite certain stocks lift off here, immediately, and the beneficiaries are those who are long before the election should she win. It's going to be very hard to step into it once it goes for most who aren't in beforehand. We're on the long road to 1% long rates and similar numbers for unemployment according to my calculations.

As for the election, Trump lived to fight another day when everyone reacted in seeming horror to what he said about accepting the election results. He was so pathetic at the last debate, and the spotlight shifted, to his fortune, as a result of his "horrifying(?)" statement. As Pat Buchanan, who bears the furrowed brow I recognize and expect of all those who have tortured by Jesuits, puts so poignantly in his most recent column:

"The establishment is horrified at the Donald's defiance because, deep within its soul, it fears that the people for whom Trump speaks no longer accept its political legitimacy or moral authority."

I don't think this election is a foregone conclusion or can be measured anymore than we can know what a jury's verdict will be at this point. As difficult to predict as the market may be, it is a much simpler calculus than this election.


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  1. Alan Cohen on October 24, 2016 6:39 pm

    If you have a mailing list, please put me on it. I picked you up from Dr. Jeff Miller & he ain’t chopped liver. Would like to follow you. Appreciate the consideration.

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