The Polite Investor

Election Effect? 2017; 1 year after election: $SPY up 40% 2018; 2 years after election: $SPY Down 11% 2021; 1 year after election: $SPY up 50% 2022; 2 years after election: $SPY Down 30% 2025; 1 year after election: $SPY up 23% 2026; ? There are 2 differences in 2025 though! 1. $SPY only went up 23% so far compared to 40% and 50% in 2017 and 2021. 2. We already had a 20% drop in $SPY in April 2025. Of course, there are multiple reasons for all these moves in the past two elections, such as inflation, Covid19, interest rates, and many other factors, but if this time something similar happens, how low will SPY go in 2026? Maybe not that low since we already had a drop in April 2025 and the gain has only been around 23% so far. Anyways, it seems like 2026 dop in stocks seems unavoidable and the only question is how low and how long it will be.

@unusual_whales The unemployment rate is at 4.3%, per BLS

The unemployment rate is at 4.3%, per ABC

$MU is officially in a bear market by definition. -20% from its ATH.

The 2026 TOP performers so far! Credit: @StockSavvyShay @FuturumEquities 1. $SNDK +557% 2. $AXTI +445% 3. $AAOI +408% 4. $AEHR +388% 5. $DOCN +253% 6. $NVTS +251% 7. $ARM +214% 8. $DELL +214% 9. $MRVL +210% 10. $BE +204% 11. $MU +203% 12. $WDC +197% 13. $NBIS +172% 14. $INTC +169% 15. $VIAV +167%

@turtlewits @Mr_Derivatives Well, I guess I won’t and will roasted here by the bulls 😂

@ThePoliteG @Mr_Derivatives highly likely. don't delete we've already taken screenshots. 🤣

🚨 Heisenberg Observation 🚨 The $QQQ is down 3 days in a row. It has not gone down 4 days in a row ALL YEAR. First time trading below the 20dma in two months. Highest daily volume since Nov 21st 2025 and the third highest daily volume since the April 2025 Liberation lows. All of which marked a bottom. Fwiw.

Steve Jobs on how ‘QUALITY’ is advertised in the United States vs Japan! He indeed created one of the best quality products in the world; the Apple! 🍎 $AAPL

Look at these numbers 😳 Is this the beginning of a nice sell off in the markets? 🤔 🔴 $MSFT -11% 🔴 $TSLA -8% 🔴 $AMZN -7% 🔴 $META -6% 🔴 $NVDA -5% 🔴 $GOOG -3% 🔴 $AAPL -1%

@unusual_whales Is this true? @grok ?

The Pentagon has raised its assessment of an Israeli espionage threat against the United States to its highest level, per Al Jazeera

@Kalshi There we go folks! $NVDA $AMD $MU $SNDK and many others are saved

BREAKING: President Trump says US might buy equity stakes in AI companies

@RRenftle @saylor ☠️😂

@ThePoliteG @saylor No💀 saylor is only buying the top, he has no money left on the bottom💀

The AI buildout is absorbing capital at historic scale, creating temporary pressure across global markets. That does not weaken Bitcoin. It strengthens the case for scarce, liquid, digital capital. Bitcoin remains the premier asset for the long term. $BTC

@zerocooltrader Hope it works for ya

@ThePoliteG I went long on Friday's dip 😅

Is this a heads and shoulders forming on $MSFT ? 🤔

@Mr_Derivatives Well, I will raise my hand here 😁

Be honest, how many of ya’ll trade stocks like this sometimes? I can’t be the only one. Confess.

@lovepeacesol @WatcherGuru Well, yeah it’s too big to be saved

@ThePoliteG @WatcherGuru Google doesn’t need saving sir.

JUST IN: Elon Musk's SpaceX signs $920,000,000 per month deal with Google to provide AI computing power.

@WatcherGuru $BTC has been in some rough spot over the past week!

JUST IN: Michael Saylor says "the AI buildout is absorbing capital." "Bitcoin remains the premier asset long term."

@WatcherGuru In the meantime time, look at the $MSTR and $BTC activity

@saylor $BTC in the past week 😳

@zerocooltrader Why not?

@ThePoliteG No!

@hopiummaster @Lost1million Am wondering where he is

@Lost1million Did our fav come back king die or something?

What trading in 2026 feels like. 😵‍💫