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I will tell you what would be bad for the US stock market (but good for other markets)

Reversing the playbook of the last 40 years. US on-shoring and re-industrializing, government running trade surpluses and budget surpluses. That would be great for the working class and rust belt but bad for Washington and Wall Street. Shift from capital to labor.

But will it happen?
 
philostam said:
At some point, maybe. But first, roaring 20s 2.0.

I've been hearing (from doomers) about CBDC for the last 4 years. It is not happening on any investable time horizon. I can assure you 99.99% that is not gonna happen in the next 4 years even if Democrats win. US is not North Korea.

Collapse of a dollar? Again, not happening but even if, currency collapse is good for a stock market. Look at Argentina, Venezuela...Stock market is up nominally.

You have to realize stock market is literally rigged to go up. The whole fiscal situation of the US is dependent on it. Even recession cannot stop it for long. COVID was the biggest negative GDP shock in decades, yet stock market was up 3 months after the initial collapse. Germany and most of Europe was in recession throughout 2023 yet stock markets were at all time high.

There will be technical corrections due to positioning, over-crowded trades and leverage washout. I don't expect much else. But hey, that's what makes the market - people disagreeing.

I think the bigger threat to a more material correction (like 2022) is the return of headline inflation maybe in late 2025 or 2026.
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The stock market isn't the real economy, just a casino for the rich that leeches off the real economy of wage earners.
 
Ah good.
The Walking Dead IRL has begun.
 
www.cdc.gov

CDC Statement on Marburg Cases in Rwanda

CDC is aware of 26 individuals with Marburg virus disease, as confirmed by the Republic of Rwanda Mi
www.cdc.gov www.cdc.gov

Marburg is a haemorrhagic fever virus like Ebola, and is certainly in the “oh shit!” class of infectious diseases.

Cheers,
Ian
 
It’s even worse than what was known so far...

Sean “Diddy” Combs is facing dozens of new allegations of sexual assault in a series of lawsuits set to be filed.

At a news conference held Tuesday, Texas-based attorney Tony Buzbee said he is representing 120 accusers with allegations against the entertainment mogul that occurred over 20 years.

“We will expose the enablers who enabled this conduct behind closed doors. We will pursue this matter no matter who the evidence implicates,” Buzbee said during the news conference.

“Many powerful people ... many dirty secrets,” the lawyer said of the allegations. He added that his team has “collected pictures, video, texts.”

Buzbee added that the allegations will include: “violent sexual assault or rape, facilitated sex with a controlled substance, dissemination of video recordings, sexual abuse of minors.”

“It’s a long list already, but because of the nature of this case, we are going to make sure, damn sure, we are right before we do that,” Buzbee continued. “These names will shock you.”

The lawyer said he’s had more than 3,000 individuals come forward to his office with accusations against Combs and that he plans to begin filing lawsuits in various states within the next 30 days. He added that they will name the other defendants at a later date.

Among this new group of accusers, Buzbee said, 62% identify as African American, and they hail from more than 25 states, with the majority from New York, California, Georgia and Florida. Buzbee said that 25 of the accusers were minors at the time of the incidents allegedly occurring as early as 1991.

The lawyer further claimed one of the accusers was as young as 9 years old at the time of their alleged incident.
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I am not posting a video because I find it abhorrent, and I do not want to put those associated with the server at legal risk. Your understanding is appreciated.
 
 
 
 
This is peak MAGA...

VLS9HLd.jpeg
 
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