Sat on the porchListened to the rainSmoked a cigaretteAnd counted to tenOh no, here it comes again,
Oh No, Here It Comes Again, That Funny Feeling
To learn more about Epsilon Theory and be notified when we release new content sign up here. You’ll receive an email every week and your information will never be shared with anyone else.
The Latest From Epsilon Theory
DISCLOSURES
This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results.
Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
68 million votes already cast though Ben
In 2008 the Dem’s were playing chess while John McCain played checkers. Today it seems like the Dem’s don’t even get the concept of checkers while Trump is playing chess from his iphone through each tweet he sends.
I do think an interesting difference this election is that in 2016 there were a lot of trump voters “afraid” to admit their support beforehand. I am seeing some people this time around “afraid” to admit they aren’t voting for him.
Ben,
Bingo, you got it, Ben. This is what I fear.
Trump controls the narrative. The media loves it. The media supports it.
He has captured a large percentage of the unconscious minds of the voters.
One of my favorite poets, Maya Angelou, captured the inspirational spirit of those that I admire AND those that I don’t admire.
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”― Maya Angelou
Sadly, IMO, Donald Trump, emotionally and unconsciously plays to the core feelings of his followers. They will NEVER forget how he makes them feel.
Next week, America faces its greatest hours.
May it be a decisive defeat for Trump.
Jim Handshaw
Fascinating.
Well, my biggest fear is a Democratic sweep, especially when Ben points out AOC has “figured it out”.
A Democratic sweep with AOC as the true point person is a very scary proposition for the country.
Yes. As I mentioned in the note, my sense is that this is too little, too late for Trump. We’ll see.
This is a fear. This is not my greatest fear.
Nothing in politics really measures on my ‘greatest fear’ scale, but this is one of several possible outcomes I would not be wild about.
My hope is that, after 4 years, rage is a far greater motivator than … whatever it is that turns out the MAGAts.
AOC does play Trump’s game, no apology, just divide and conquer. Seems to me the biggest risk for markets is Biden win, House stays Democrat and Senate stays Republican. Of course, that also might be the shortest path for the Fed buying equities. Americans vote against and not for, that’s why Biden wins. What comes next? I don’t know, but we keep taking “the end justifies the means” to new levels. It’s an exciting time to be alive.
The number one knock on Trump leading up to 2016 was that he was “unelectable” and that he divided the party severely. Fast forward to today and Trump has bent the entire party to his will, mostly by employing the techniques that Ben referenced and forcing other Rs to get on the train or retire. It’s been more effective than I ever imagined for him. The Dem’s are taking the absolute opposite approach. It will be interesting, that’s for sure.