Curious to hear everyone's thoughts.
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Investing for a Biden win, Investing for a Trump win.
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Originally posted by Mega View PostHe is for Trump!
https://www.msn.com/en-gb/news/world...?ocid=msedgdhp
Be kinder than necessary because everyone you meet is fighting some kind of battle.
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my $0.02
blue wave= biden+ dem senate + dem house => big spend direct to consumers + infrastructure+ cities and states, market up
trump+ dem senate and house => bid spend but directed differently, more tax cuts, market up but perhaps different sectors, defense, domestic semiconductor eqpt makers, etc
biden+ rep senate => no spend, market down, deeper recession, dollar up
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Originally posted by Mega View PostZerohedge take:-
https://www.zerohedge.com/markets/he...how-trade-them
Be kinder than necessary because everyone you meet is fighting some kind of battle.
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Originally posted by Mega View PostChina imported 13% MORE oil than it did this time last year
https://www.independent.co.uk/news/w...-a9667711.html
It's like a neighbor who bought a fanciful tesla to show off to his buddies, but has no money to buy his son a pair of shoes.
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Where will China sell her Goods?
Unless she allows her own currancy to rise & her people can afford her goods & services.
Also, the Limeys came VERY close to blackouts this year as the wind didn't blow as much as one had expected.
As GRG55's chart shown, Green power = wet dream.
Mike
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If he wins, you can join the Limy-ville
"Now there are signs that the UK government is preparing a carbon tax, with industry, agriculture and transport all paying for their carbon output. This means that innovators will be encouraged to find new ways of reducing their carbon emissions by technological advances, without the heavy hand of government or the stamped foot of Greta forcing them to limit their activities. If they go ahead with that, then the UK government might well itself deserve a Nobel Prize.
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