NewsWhip’s Post

May 31: Here's the easily accessed first TV hit today on Trump's conviction for markets, and why Trump's campaign just took a hit. Surveillance's take: " Trump’s efforts to woo independent voters and supporters of former rival Nikki Haley get harder with felony verdicts against him, especially given his penchant for red-hot rhetoric, according to Pangaea Policy’s Terry Haines. “But I don’t think it’s a seismic negative for Trump’s candidacy or a significant bump for Biden.” "The time lag until the voting is only one reason that it’s hard to say how the historic court action will shape opinions on Nov. 5,  Haines... said. Another variable is how the two campaigns themselves use the New York courtroom action.... "Haines had a take on Trump’s Wall Street support at odds with some of the immediate headlines about financial titans — think Howard Lutnick and Stephen Schwarzman — sticking with the Republican nominee.  “They’re private or able to do what they do without caring about blowback,” Haines said. “On the other hand if you’re looking at the average Fortune 500 CEO or C-suite person who has to answer to shareholders, they will be awfully circumspect about how they put themselves out there, or if they put themselves out there at all. They don’t want to risk public blowback from supporting Trump.” Many thanks to the Bloomberg TV Surveillance team for having me on. Jonathan Ferro Lisa Abramowicz Annmarie Hordern Amy (Sokoloff) Rosen Starts at 7 minutes in. #trump #biden #2024elections #markets #politics #geopoliticalrisk #politicalrisk

🌟 Exciting News Update 🌟 🌟 Breaking News Alert: The vice-president's support for Biden's agenda remains steadfast, with her unique position shaping the political landscape in unprecedented ways. 🌟 Prediction: As we navigate through this dynamic political climate, I anticipate the vice-president will continue to showcase her strategic prowess and navigate challenges with finesse. Her ability to balance personal convictions with a united front is poised to bring about groundbreaking developments. 1. The blend of aligned support for Biden's goals coupled with the nuances of her individual stance is a testament to her political acumen. 2. In the evolving landscape where personal beliefs meet party alliances, the vice-president stands out as a trailblazer in shaping strategic decisions guided by a clear vision. 3. By forging her unique path while contributing to collective efforts, the vice-president's journey promises to be a compelling narrative of leadership and influence. 4. As we witness the intersection of personal conviction and collective action, her distinct position serves as a beacon of hope for collaborative governance in an increasingly polarized world. 5. The unfolding chapters in her political journey are bound to captivate and inspire a generation seeking leadership characterized by integrity, resilience, and purpose. 🌟 Stay tuned for more updates as we witness history in the making with the vice-president's impactful role in shaping the future of our nation! 🌟

Ever wondered who really runs the world? 🌍 It's not the government, but powerful billionaires like George Soros and Larry Fink of BlackRock. They control vast media networks and major companies, influencing government decisions and shaping our lives. Learn more about the true power players behind the scenes. 💼📺

Election Year Nerves: How Political Uncertainty Affects Investor Behavior Investors often experience heightened fear and uncertainty as the U.S. election year approaches. This political climate can lead to a lower tolerance for risk, impacting spending and investment decisions. Family-owned businesses must be aware of this trend. A SWOT analysis can help you understand how investors might react to the changing political landscape and make informed strategic decisions. Stay proactive and informed. Visit my website to schedule your free intro call at https://buff.ly/3K4Ty7f. #FamilyOwnedBusiness #SWOTAnalysis #ElectionYear #InvestorBehavior #BusinessStrategy

The Self-Serving bias is when we attribute positive events and successes to our own actions but blame negative results to external factors. Learn how this distorted perceptual process can negatively impact investors and how to identify it in our latest blog here: https://ow.ly/QV9e50PNUCm

Oh, joyous day! If you were losing sleep over the shocking absence of almighty sorcerers from politics, rest easy. Our savior Milei is here to shatter the mold, boldly attempting to rule sans power. Watch in awe as he defies the FIRST rule of Politicking 101—actually having power—by generously delegating management areas to corporations. Don't take my word for it, though. You can feast your eyes on this game-changing strategy by visiting the latest blog post that's ready to redefine the political playbook. For an enlightening read, float on over to: https://ift.tt/oXl4i8p Your future in political strategy will never be the same.

The anticipation, end-of-week focus, and reduced distractions make today a productive day. If you're seeking financial prosperity, consider leveraging the unique power of Friday to your advantage. #FridaySuccess #FinancialTriumphs #ProductiveFridays #LuckyDay #InvestmentStories #WeekendMotivation #FinancialSuccess #BusinessDeals

How in the world did Biden and his advisers allow such a disastrous debate to happen?! One answer is confirmation bias, which is the tendency to look for evidence that validates our beliefs. Everyone does it. Biden and his closest advisers, family and friends want him to be cogent enough to effectively run for President. They see his best moments as validation. The President, however, needs to be sharp all the time. If we want to accurately understand reality, we must seek out disconfirming evidence. We need to take it seriously, even when (especially when!) it’s telling us things we don’t want to hear! At Patient Capital, we study behavior, and behavioral biases. This knowledge helps us understand the world, people and even ourselves. It can help us mitigate our sometimes flawed instincts and be more effective. In investing, it’s essential. Politics too.

It's the election, stupid The post mortem on last week's moves continues with investors choosing any narrative that suits their priors: ◾ Recession fears ◾ Yen carry unwind ◾ Short vol, dispersion/correlation trades ◾ AI monetisation concerns Geopolitics gets a mention in passing but maybe it deserves more thought? Trump's average betting odds on Real Clear Politics have fallen to 48 (from a 66.2 high in mid-July) Quant Insight have added RCP's Trump betting odds as an additional variable in our macro factor models. On our tactical Short Term model, the S&P500's sensitivity to this factor has exploded higher. It is now the second biggest positive driver of $SPX ▶ the most recent pattern suggests equities have developed a significant bias to a Trump win. Breaking that down by sector we see a heavy tech skew - Tech $XLK, Consumer Discretionary XLY, Communications XLC are the ones with the biggest Trump bias. But also Real Estate $IYR. The Trump-Harris debates were always going to be a big deal. Potentially even more so now. And tmrw we get Elon Musk interviewing Trump on X...