We know what’s coming and we are prepared.
🇺🇸 🇯🇵 🏦 From Nomura Charlie McElligott:
Markets have largely priced in a Trump victory and Wall Street seems to be eyeing a full Republican sweep next week.
In the event of a Harris victory and a gridlocked congress, traders are positioned "Risk Reversal" across asset classes sending bonds higher while sending interest rates, deregulation themes such as bank stocks ($XLF), gold, and bitcoin lower.
In the unlikely event of a full Democratic sweep of both the Senate, the House, and the Presidency, serious acute downside risks for the broader stock market is likely given negative growth implications of re-regulation and corporate tax hikes impact on earnings, especially after markets have already rallied considerably into the election on expectations of tax cuts.
🗒 In simple terms, if Harris wins but congress is R or split, bonds ($TLT) should rally while bank stocks ($XLF) gold, and bitcoin will likely see downside while the broader market ($SPY) will likely still rally into the end of the year
❗️ However, if Democrats sweep all of congress and the presidency, expect a potential -7% to -10% in the broader market ($SPY) over 1 to 3 months after the election
Overall, market participants are "over-hedged" given recent volatility over the past three months. In the absence of a Democratic sweep, hedge funds are going to FOMO into higher net exposure through to the year's end to make up for the cost of current downside hedging and underexposure.
@CIG_Telegram
Paper
It's easy to mock this guy, laugh at him, say it's always Gingers etc.
However why are we not asking why, as a society, young men are making life choices like this?
Same as anyone who chooses to go against our natural order with how they live.
Something has gone badly wrong.
“Oregon is using satellites to hunt small farms.”
Farmer Justin Rhodes says the state redefined “CAFO” so even 3 cows and a milking stand count as a factory farm.
Cease-and-desist letters. $100K “upgrades.” Family farms shut down.
Follow @zeeemedia
Website | X | Instagram | Rumble
“The fetal bovine serum is just disgusting, and it’s in almost every viral vaccine. They harvest it by inserting a needle into the beating heart of a baby cow to extract its blood. Where is PETA when you need them? The FDA even admits they use ‘cow parts’ because cows are large and have a lot to use.”
@NoAgendaLara
🌊🌎 Climate scientists’ controversial claim Gulf Stream could be near collapse — predicting a new ice age
A key Atlantic current could be pushed to the brink of collapse within decades, supposedly ushering in a new ice age and dramatically raising sea levels, climate scientists have claimed in a controversial new study published in the journal Communications Earth & Environment.
Per the new findings, the at-risk current in question is the Atlantic Meridional Overturning Circulation or AMOC, a “conveyor belt of the ocean” that funnels warm water toward the ocean surface — from the tropics to the Northern Hemisphere.
This current, which includes the Gulf Stream that runs from the Gulf of Mexico to the US East Coast and across the Atlantic to Europe, helps maintain the mild climate of Europe, the UK, and the US East Coast.
The study stated that the source of this marine temperature regulator, the Greenland Ice sheet, is being thawed amid warming temperatures, causing ...
