history suggests the market goes up Yuge with the start of a new presidential term. I don’t see anything changing that over the next 100 days or so. Remember “the stock market is NOT the economy”.
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Tons of uninvested cash still on sidelines.
Biden GOVT gonna open CCP investment into USA: Expect MERGER MANIA
President is going to agree to Paris Accord. More bonds to fund that.
President going to re-affirm NATO
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Deficits are going to continue to mushroom. and dollar printing to take off…
And like before this new inflation is going to mostly remain locked in the institutional arena, and we will see a continuation of institutional asset liquidity trap.. In short, BTFD. 400SPY Calls June $5.50 each.
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Folks its over. The European and USA Central planners are in significantly more control than they already had before. Technocrats and Bureaucrats cannot wait to go skiing in January in Davos. Think about the propoganda and warm reception they will receive. It will not get any better for the multinationals than in 2021.
Watch it happen. I naturally don’t agree with the reasoning behind it but its gonna happen folks, whether you like it or not.
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Central Planning and studying Klaus Great Reset is literally where you have to really focus. Fire sale in fossil fuels. Be very cognizant of this. This is existential stuff for Europe. They have to tear up fossil fuel. (Germany has none!)
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This is going to be VERY SWIFT. They are going to move at lightning speed.
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