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Rate Cuts Coming And The Trump ‘Replacement’ Fails

How will the market react on Monday?  Trump surviving = dollar positive?  Or will “them” shooting at Trump be dollar negative?  If the latter, I’d expect rates to scream higher (and equities to sell off) as Big Money panics out of US assets, due to expectations of “End of Empire.” Which it is.

The User's Profile davefairtex July 14, 2024
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Here was “their” plan, as I see it:

+ Jan-May: Lawfare – Jail Trump et al – metaphorically “kill some chickens to scare the monkeys”
+ Late June: Launch the Biden Replacement via Planned Debate Disaster
+ Mid-July:  Trump Replacement – literally kill the Trump chicken to scare the Joe & Jill monkeys; two-for-one.
+ Days later: Republican Convention: Nikki Haley selected by the Oligarchy, “Replacing” Trump
+ Early-Aug: now a pair of scared monkeys, Joe & Jill “retire suddenly” to spend more time with Champ
+ Mid-Aug: Democrat Convention: Hitlery selected by the Oligarchy, Replacing Joe & Jill
+ Nov: “Election” – doesn’t matter, but Hitlery likely wins against Haley

That’s my best guess as to intent.  But the old saying applies: no plan survives contact with the enemy.  “They” missed the chicken.  Now what happens to “the monkeys”?  Hitlery has less than no chance against Trump, especially after that “Trump Rally” outcome yesterday.  What about the Joe and Jill monkeys?  Are they scared?  Are they upset?  That part sure could get interesting.  And maybe chaotic.  For sure Jill wants to cling to power.  Zero percent chance “Joe” gets re-elected.  They can’t cheat enough to put him back in power.  That’s why “Biden Replacement.”  Jill doesn’t care.  I don’t think this is a “deep game”; it appears to be checkers, not chess.  They really aren’t very bright people.

How do we think the various prices will move next week?  How would they have moved if Trump had been killed?  My guess: shooting a candidate is probably not great for the buck.  Trying to shoot a candidate – also, probably not good for the buck.  Trump getting more popular (he’s actually gonna drain the swamp this time – cuz he has no choice) as an unintended consequence of “them” trying to shoot him?  Just maybe – that’s dollar positive?

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