🧵 Macro thesis for the next 12 months:
1.Democrats sweep the midterms.
2.Trump, who’s warned of a Great Depression if Dems win, gets the market consequences he’s been predicting due to AI Trade unwind continuing and CDS blowing out.
I’m not saying the crash would be deliberately engineered. I’m saying the political incentives to let markets feel pain before intervening could be enormous.
The market doesn’t need a conspiracy. It just needs a catalyst, a liquidity vacuum, and a policy response.
So let me get this straight, it wasn’t the alleged pedophile ring that Trump was tied to that drove Elon to lash out, but the pork filled spending bill…that’s where the line is drawn?
This is a shot across the bow to Woodson.
Matt Painter postgame: "We were just fortunate Trey Galloway didn't have the ball in his hands at the end there. I mean, let's just be frank about it." #iubb
Governor Bill Lee discusses federal flood response youtu.be/uUfavJG-hs8?si=O9GF… via @YouTube
Random person on Twitter: The Givernment has failed us. There’s been no response to Hurricane Helene. This is criminal! FEMA is blocking people from helping! Sending money to migrants!
