Karim Rahemtulla, Head Fundamental Tactician, Monument Traders Alliance Recently I've been hearing our Catalyst Cash-outs members say they "don't like Kamala Harris" or they "don't like Donald Trump." Look, I hear you. Politics can be polarizing. I understand some strongly favor a Republican President vs. a Democratic President and vice versa. I'm not here to tell you who you should vote for. And by all means, keep trading the short-term, post-election euphoria to your advantage. I recently closed multiple winners on Marathon Digital Holdings (MARA) to play off the cryptocurrency trends as well. However, I'd caution readers to look beyond the short-term euphoria, and understand what really controls the stock market. The truth is... bond markets will control the economy for the next 4 years. And in addition to the markets, the bond market will also control the politicians. Because if the politicians try to spend money and drive up our already eye-popping $35.7 trillion-dollar debt, that means interest rates could go up 6, 7 and maybe even 9 percent. This means inflation could go much higher, even higher than what we saw at its peak in 2022. |
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