Democracy stunted the Democrats. You can’t sell meat to vegans.

Emphasizing democracy may have cost the Democrats the election. Doubling down on their narrative may lead to the final implosion of the party. Democracy creates a feedback loop where the electorate hears the political class’s (elite) narrative, analyzes it to determine its relatability, costs, and benefits, and disposes of it when the electorate determines that … Continue reading Democracy stunted the Democrats. You can’t sell meat to vegans.

Good day, Australia and Japan. The American currency continues to strengthen …

It’s around 11:26 in the morning in Tokyo. Good morning. I am wishing Sydney an early good afternoon. It’s about 1:26 pm on your side of the world. Other than the Dallas Cowboys getting spanked by the San Francisco 49ers, there is nothing major to report. Wait a minute. There is an election to choose … Continue reading Good day, Australia and Japan. The American currency continues to strengthen …

How should traders position themselves in a split political environment?

NPR’s Ashley Lopez today published a piece discussing the possibility of neither Donald Trump or Kamala Harris receiving the required 270 votes from the Electoral College to be declared President-Elect. Ms. Lopez describes the process where if neither candidate receives the minimum 270 votes, then it would be up to at least 26 congressional delegations … Continue reading How should traders position themselves in a split political environment?