To The Moon

2024 is another election year, which could be a pivot to the market. According to fivethirtyeight, some candidates’ favors went different.In Republicans, Donald Trump is still leading, since Desantis’ controversial issues towards”Gay”(Florida's governor signs controversial law opponents dubbed 'Don't Say Gay')Another source from PBS represents the same trend.GOP-favs-table-SITEOn the other hand, the disapproval rate of Joe Biden rose to 53%. It is said he is as unpopular in Democrats as Trump in Republicans.It seems a larger volatility is coming…

On Fri, 23 Jun 2023, Russian mercenary Wagner Group, rebelled against the Russian military. The mutiny occurred following increasing tensions between the Russian Ministry of Defense and Wagner's leader Yevgeny Prigozhin. While watching the news unfolded before us, I begin to wonder whether there is any investment lesson to be learnt from this “surprise” turn of event. I confessed, sometimes I like to draw parallelism between an event (political or otherwise) and Wall Street. Actually, if you look closely, there are many of such instances just that they could be subtle and with the blink of an eye, passes us by without even the slightest of notice. LOL ! Perverse? You decide as I lay bare my “analysis”. Assumptions / Hypothesis: Russian government = (equals to) Wall Street. Wagner group