Value Drift (@valuedrift) header
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I try to post what happens tomorrow, today. All tweets written by me, not AI.

Joined December 2014
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Wow predictions markets moved big time (despite 2024 PTSD) on the IN/KY drop. Dems up to 88 (!) for Senate control already. Interesting, financial markets, where there is still after hours trading (not even overnight) have not moved at all... There is a window of opportunity to take action if you think there isn't a blue mirage.
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Long China. They will find a way. Maybe short ASML?
这也太卷了。一位做 Claude KYC 生意的老哥,跑到印度尼西亚西部的村庄,线下找印尼大妈,面对面做身份验证,注册 Claude 账号,然后现金结算。
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People said Warnock Special Election ads were good, they were child's play compared to the rhetorical effectiveness and sophistication of Scott Colom. This guy is really, really smart.
Amazing how all these winning senate candidates sound basically identical to Bernie Sanders.
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The Annie Andrews is instructive to us all. Just don't delete your tweets. Don't live in fear. It's a power move.
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This is a very unpopular thing to say, and I know will get mocking on all sides especially from those who know it best. And I have been wrong before on this, a lot. I know it. But I really think there's a very strong and asymmetric bullish China case right now, especially compared to the US. It's simple. China had max hostility to capital, and the US had max accomodation to capital. It's easier for these trends to reverse than accelerate at such extremes.
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Wtf, absolute trash. The president does not hold most tariff power. Tariffs literally belong to Congress, but for Mike Johnson's subservience.
Democrats winning Congress may not mean tariff relief for small businesses, experts say. The president holds most tariff power, and one consultant advises planning costs at current rates through mid-2027. bizjournals.com/seattle/news…
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If Trump has not gone insane (but he may have), the chance of positive bipartisan reforms on healthcare and housing has gone up.
Scott Colom’s closing message is worth watching. This is how a Democrat wins in Mississippi.
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Instead of impeaching Trump, it would seem to make much more sense to just impeach Stephen Miller. Who WOULDN'T vote on that?
Trump’s new Chief of Staff Stephen Miller: “We’re not a barbaric people. We respect life. Therefore, torture is the way to go, because tortured people can live. Torture is a celebration of life.”
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Now I'm wondering if impeachment conviction is actually worth considering as a possibility...
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1. Politicians are more smart and strategic than you can imagine. 2. Manifesting works.
Here’s Gina Hinojosa manifesting her election as governor in her high school yearbook (via kitannarae on TikTok)
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Anyone who wants to get in politics on any level better read it!
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After all, why shouldn't I put all my money in a Corgi ETF with less AUM than my account value?
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You'd have to think $SPY and $VTI want to at least tap that 200 DMA...but maybe too many think that.
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The market is literally trading on the "We Were Always Blue" video right now.
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Insane carnage in $ASTH $BKD $OSCR, not like someone would be dumb enough to be in these names, right?
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Yesterday's bad candles basically told you what would happen. Feels bad to ignore.
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In fact the market today is trading like the Republicans won the election. Musk, Palantir, $TH up, healthcare and Grocery Outlet down.
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Did Dems just say they don't want healthcare anymore? Huge puke in healthcare names...
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Well, here's your chance (during Friday trading hours?) to buy the retest (if it holds) of gold on 4,000 from above...
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