Doomberg Post Election Update.
What’s the REAL Election Impact on Our Future? w/ Doomberg published Thursday November 7, 2024
Major Themes – End of Climate Change, Pro-Made in America, Bad for Pharma & Solar, Deregulation trend strong, Trump is an Inflationary force – Inflation hedges should do well. US$ should weaken over time. Economic war with China ok but Trump does not want Kinetic war with China. Trump bullish on Nuclear power. Hardest thing to do in Washinton is fire a government employee so difficult to streamline government. 57 minutes.
Tom Lee on CNBC
Small caps could outperform by more than 100% in the next few years, says Fundstrat’s Tom Lee, published Friday, November 8, 2024. Lee: Respect this move. Lee’s targets S&P 500 – $6700. Bitcoin – six figures by year-end possible in 2024 with 2025 & $150,000 being possible. Small-caps outperform Large-caps by 100% over the next two to three years. Tom Lee is one of the current “hot analysts” on Wall Street. About 7 minutes.
Geo-political summary post Trump election.
GOP-Senator-elect Tim Sheehy, R-Mont. says Trump already having an impact on foreign policy – Fox Business news with Maria Bartiromo. About 7 minutes.
Commodity Culture – Silver goes to $50. Interview with Michael Oliver. Published Friday, Nov 8, 2024.
SILVER Will Take Out $50 ‘In a Flash’ as Debt Panic Sets In. 42 minutes. While bullish on metals, Oliver is bearish on stock market. Within commodities, Oliver like grains, fertilizer stocks and copper as well as silver and gold. His favorite commodity is silver. Oliver’s specialty is commodities.
Jim Bianco discusses Election and Thursday’s Fed interest rate cut. Bianco Research. Published Friday November 8, 2024. Jim Bianco is a world class analyst on interest rates. 8 minutes. Bianco – wrong time to cut interest rates with stimulus from New Trump Administration.
LOTM Comment as it relates to Bianco’s view above: Interest rates and Equity valuations have a relationship. The question was asked at what interest rate does the bond market stop the rally in equities. Bianco is not talking Fed Rates. Bianco is talking about the bond “market” interest rates. The answer to the question was: a 4.25% interest rate and higher in the bond market would stop the equity market rally. He believes that following another week plus or minus a few days, the current rate on bonds would stop the equity market rally. Interest rate on ten year bonds is 4.4%.
