Winners, Losers and Links
Win first, divide the spoils later
Winners
AfD - Democracy found a digital way to deny the AfD a blocking power, but despite media hysteria, AfD had success.
Trump - He has some momentum as Kamala flounders a bit. It’s a 60 day window to close the sale. He is great at that in his business dealings and with elections.
Homebuyers - Are markets rolling over? Are rates dropping? Might there be light at the end of the tunnel?
Losers
Kamala - She has to campaign. She cannot dodge the media forever. She also has to pick one accent.
Ukrainians - The retreats are adding up. Trading land for saving soldiers is a good trade, but they are running out of fortified cities in the east.
Tenet Media - A DOJ indictment is never good. Their recent Trump criticism does make it funny that the media entity accused of taking Russian money has been critical of Trump.
US Shipbuilding - America builds 5 a year and US Steel closing could make that tiny number even smaller.
Links
Apple might see the competency crisis and is moving to sidestep the pitfall.
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We don’t need ships, we need Drones. China needs ships.
China needs the USN .
Most American trade is internal, most exports Canada or Mexico.
China and Asia can protect their own shipping.
I don’t care what this does to anyone’s fantasy world portfolio.
Or real world.
anduril.com and rebuilding the arsenal can and will handle the load.