Navigator Algorithms – 100% Cash
I am saving my best thoughts for a few days from now as I am still about 10-hours from home as the freeways go. I am enjoying the drive through some beautiful Southern Utah and Western Colorado country.
I even had a chance to catch some breakfast in Rifle, Colorado, at our new Colorado Congresswoman Lauren Boebert’s “Shooters Grill.” The breakfast was excellent, and yes, the waitresses actually did wear their weapons on their hips. It makes me wonder if that is where we are all headed, a reprise of the Old West. After all, crime was lower when everyone carried.
Of course, I am musing over the Biden administration testing the troops in D.C. for their political leanings. Let’s see if I have all of this right. We have defunded the police – now they can replace this bastion of Trump voters with loyal lefties. We will remove all Republican and independent military who voted for Trump (that will be about 90% of them and quite an adjustment period). Congress is proposing new secret police to monitor domestic terrorists (otherwise known as Trump voters). The intelligence community will focus inward on “white supremacy” – no more worries about their Chinese or ISIS comrades now that they are all on the same side. Speech that opposes the Biden regime will be deemed unconstitutional “hate speech.” I could go on, but I think you get the picture. Simply put, the Biden regime will convert all of the levers of power into loyal, lefty institutions. I would laugh if it weren’t so serious.
Clearly, I am not amused as I am smart enough to see how this will be used by all sides to oppress free speech and opposition. My job is to see how we can make money from all this, but I am not sure it will matter if these trends unfold this rapidly. After all, the new motto is “sharing is caring.” So we make money, but we have to share it in the form of draconian taxes.
Meanwhile, the US enjoyed a three-day weekend. In the Global Markets, the S&P 500 futures bounced off the mean. That would certainly be a positive start to the rest of the week. If the market can continue higher, we may realize the scene where the market wraps itself around the upper megaphone channel line, winding higher like a vine around the top of a fence line. Let’s see how the market handles this bounce when everyone is back today, and I will communicate further insights.
Meanwhile, I am eyeing those “Land for Sale” signs out here in the middle of nowhere. Nowhere seems to be a good place to be, while the greatest Country that the world has known adopts an ideology that has failed everywhere it has been tried. I am not sure where the hope will be after that – though I am having “Atlas Shrugged” fantasies that another place will arise for those of us who might not enjoy providing all the bounties for the communist harvest. Texas?
Don’t get me wrong. I do hope I am misreading the tea leaves. I may not be the sharpest tool in the shed. Perhaps I am missing something? For a President that overwhelmingly won the popular vote by 80 million-plus, why the need for all the protection? Why the need to prevent Trump from running again? Didn’t they beat him handily? How could he be a future threat? I heard they beat Trump so badly that there were more votes than even people who voted. Now that is a victory like no other! I don’t get the paranoia. The Biden regime is acting like they did not win fair and square. Behavior matters more than words.
Thus far, the market is happy. As long as the market is happy, I won’t complain. I will presume I missed something. In politics as in many other things, sometimes the bark is worse than the bite. In the meantime, I am doing my 2021 forecast live at 6 pm PST Thursday. It will be recorded.
Be there. This may be the most important forecast of my career.
AF Thornton