Which Stocks To Short When Kamala Wins?

1,446 Views | 24 Replies | Last: 28 days ago by muddybrazos
Aliceinbubbleland
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1:30p, 11/5/24
Defense?
Google, Meta,Microsoft?
Pharma?

What will those sectors look like a year from now?

Will she be AOC II or something more reasonable?
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GrowlTowel
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1:35p, 11/5/24
Tampons
Kneepads
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BearFan33
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1:49p, 11/5/24
Just short USA

Buy DEA, a REIT who's main client is the US govt. The gov't will continue to grow under a Harris tyranny.
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hodedofome
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5:23p, 11/5/24
Oil companies know the price of oil increases when a Democrat is in office, so there's that.
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TinFoilHatPreacherBear
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5:55p, 11/5/24
Load up on defense. She will escalate.
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Mitch Blood Green
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6:26p, 11/5/24
DJT
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Aliceinbubbleland
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In reply to TinFoilHatPreacherBear • 8:04p, 11/5/24
TinFoilHatPreacherBear said:
Load up on defense. She will escalate.
I"m thinking she will do the opposite once she is annointed
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hodedofome
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6:16a, 11/6/24
Premarket:

DJT up 40%
30 yr interest rates up 5%
UNH up 7%
UPST up 7%
TSLA up 13%
GLD down 1.5%
Bitcoin up 8%
US dollar up 2%

Pretty much everything is up except bonds and gold.
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muddybrazos
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8:04a, 11/6/24
BTC had a nice spike last night to all time highs right as the election was trending to Trump.
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Jayman1963
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8:46a, 11/6/24
Dow up 3%
S&P up almost 2%
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BearFan33
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10:26a, 11/6/24
I put a sell order in on my DEA at $13.80. I'm assuming over the next few years, the gov't be shrinking.
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LIB,MR BEARS
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11:28a, 11/6/24
https://www.cnbc.com/2024/11/05/stock-market-today-live-updates.html
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canoso
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In reply to hodedofome • 11:35a, 11/6/24
hodedofome said:
Premarket:

DJT up 40%
30 yr interest rates up 5%
UNH up 7%
UPST up 7%
TSLA up 13%
GLD down 1.5%
Bitcoin up 8%
US dollar up 2%

Pretty much everything is up except bonds and gold.
You forgot REITs, which I have some of. And yet, there is so much happiness in my heart today. I'm holding all of them. They'll roar back at the proper time.
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hodedofome
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7:35p, 11/6/24
1/2 my portfolio is futures:

Long S&P 500
Long Gold
Long 30 Yr Treasuries
Short US Dollar

That half lost like 3% today


Other 1/2 is NVDA, NFLX and Bitcoin, that was up about 3.5%. So all in all slightly up.
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BUbearinARK
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8:30p, 11/6/24
Should we do this for 28 or hold off?
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muddybrazos
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10:11a, 11/13/24


BTC ripping to new ATH ever since the night of the election once it was apparent that Trump would win. Now the US govt may be buying 1million BTC to hold as a treasury asset. Supply shock coming bc i'm sure China, Russia, Saudi Arabia etc will also be buying as well as fortune 500 companies.
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Aliceinbubbleland
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In reply to hodedofome • 9:28a, 11/25/24
hodedofome said:
1/2 my portfolio is futures:

Long S&P 500
Long Gold
Long 30 Yr Treasuries
Short US Dollar

That half lost like 3% today


Other 1/2 is NVDA, NFLX and Bitcoin, that was up about 3.5%. So all in all slightly up.
Curious why you chose to short the Dollar? Everything else looks outstanding.
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RD2WINAGNBEAR86
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In reply to muddybrazos • 9:52a, 11/25/24
muddybrazos said:


BTC ripping to new ATH ever since the night of the election once it was apparent that Trump would win. Now the US govt may be buying 1million BTC to hold as a treasury asset. Supply shock coming bc i'm sure China, Russia, Saudi Arabia etc will also be buying as well as fortune 500 companies.
Xi Jinping has banned Bitcoin in China. He realizes it is a threat to the Chinese yuan.
"Never underestimate Joe's ability to **** things up!"

-- Barack Obama
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muddybrazos
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In reply to RD2WINAGNBEAR86 • 10:56a, 11/25/24
RD2WINAGNBEAR86 said:
muddybrazos said:


BTC ripping to new ATH ever since the night of the election once it was apparent that Trump would win. Now the US govt may be buying 1million BTC to hold as a treasury asset. Supply shock coming bc i'm sure China, Russia, Saudi Arabia etc will also be buying as well as fortune 500 companies.
Xi Jinping has banned Bitcoin in China. He realizes it is a threat to the Chinese yuan.
https://www.scmp.com/tech/blockchain/article/3287415/shanghai-court-says-crypto-ownership-legal-under-china-law-amid-bitcoin-price-surge?onboard=true&firstTimeRegister=true

Shanghai court says crypto ownership legal under China law amid bitcoin price surge

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historian
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In reply to muddybrazos • 8:45a, 11/26/24
Other Xi has changed his mind or some judges are going to disappear.
“Incline my heart to your testimonies, and not to selfish gain!”
Psalm 119:36
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RD2WINAGNBEAR86
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In reply to muddybrazos • 8:52a, 11/27/24
muddybrazos said:
RD2WINAGNBEAR86 said:
muddybrazos said:


BTC ripping to new ATH ever since the night of the election once it was apparent that Trump would win. Now the US govt may be buying 1million BTC to hold as a treasury asset. Supply shock coming bc i'm sure China, Russia, Saudi Arabia etc will also be buying as well as fortune 500 companies.
Xi Jinping has banned Bitcoin in China. He realizes it is a threat to the Chinese yuan.
https://www.scmp.com/tech/blockchain/article/3287415/shanghai-court-says-crypto-ownership-legal-under-china-law-amid-bitcoin-price-surge?onboard=true&firstTimeRegister=true

Shanghai court says crypto ownership legal under China law amid bitcoin price surge

Thank you muddy. I somehow missed this in the news last week.
"Never underestimate Joe's ability to **** things up!"

-- Barack Obama
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RD2WINAGNBEAR86
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In reply to historian • 8:56a, 11/27/24
historian said:
Other Xi has changed his mind or some judges are going to disappear.
So much for "dictators" ruling with an iron fist. Maybe Jinping's power isn't what it has been made out to be..
"Never underestimate Joe's ability to **** things up!"

-- Barack Obama
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historian
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In reply to RD2WINAGNBEAR86 • 9:39a, 11/27/24
Maybe. I suspect there is more to it than we evening told. Dictators are usually very secretive especially on issues that threaten their power. They also can be quite paranoid!
“Incline my heart to your testimonies, and not to selfish gain!”
Psalm 119:36
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hodedofome
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In reply to Aliceinbubbleland • 2:29p, 11/28/24
Aliceinbubbleland said:
hodedofome said:
1/2 my portfolio is futures:

Long S&P 500
Long Gold
Long 30 Yr Treasuries
Short US Dollar

That half lost like 3% today


Other 1/2 is NVDA, NFLX and Bitcoin, that was up about 3.5%. So all in all slightly up.
Curious why you chose to short the Dollar? Everything else looks outstanding.


That's a long term trend following system and it had the dollar as short. That actually flipped to long this week along with flipping 30yr treasuries short.

Tomorrow it appears I will be switching NFLX out for SHOP in the momentum system.
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muddybrazos
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6:10p, 11/28/24
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