Why the attempt at suppressing the reward of dispossessing oneself (i.e., “Interest”) failed… and where has that money gone. It sometimes happens. You are tired, distracted, scared, nauseous…. and that’s when it hits you, a different way of looking at…
Political Calculations for Trump Election Drama with Fiscal Commentary
Political calculations in the next 30 days · Timetable of events leading to the electoral college vote on December 14 · But perhaps instead of flipping 6 states, it’s time for the ‘faithless electors’ · Is a Fiscal Stimulus Deal Possible by Year-End? · US…
Overview assuming a Biden Administration
For Trump: Neutral. Losing in a manner that is extremely questionable in people’s eyes will only make him a martyr. He will use this to grow a new media and political organisation for the future. For Dems: Absolute disaster. Trading…
How not to deal with radical uncertainty
We have no doubt that the pollsters will try to find a way to tell us that they got it right after all, or at least that the results were not as they looked. Economic forecasters did the same thing…
Final 2020 Election Update – Expanded
Key Issues · Stimulus Passage/Delay Political Calculations – see above · Corn/RFS Waivers · Polling vs Reg Voter Statistics · Battleground States(Latino & Black Male vote collapse) · Obama MIA(PA late, now FL over Mich?) · Covid vs Economy · Electoral College prediction – 306 electoral votes…
Final 2020 Election Update
Key Issues: -Stimulus Passage/Delay Political Calculations -Corn/RFS Waivers -Biden Oil Industry Threat -Polling vs Registered Voter Statistics -Battleground States & Voter Demographics -Obama’s Tepid Support -Covid vs Economy Stimulus continues to be the focal point for both parties on the…