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.

@WatcherGuru $SPCX is getting some more businesses already from its only cash producing sector; the Starlink

JUST IN: American Airlines to install Elon Musk's Starlink Wi-Fi on more than 500 airplanes starting in 2027.

@Acevent95706230 Literally 😂

@ThePoliteG Next level insanity

Look at the call option premiums on $MU 🤯 Juicy call!

@Mr_Derivatives $MU did the unthinkable! $1 trillion dollars in market cap!

$MU 1T market cap. Holy shit...

@unusual_whales $AAPL would be over $5 trillion dollars by that price

Bank of America has raised price target on Apple, $AAPL, to $380 from $330.

@Mr_Derivatives $AMD and $INTC were long due for this move

$NVDA Getting zero love lately. Meanwhile $AMD and $INTC getting more love than a puppy in a gift box on Christmas Day. Eeeesh!

@JUST_KAWS This is awesome! Congrats! 🎊

Just hit $400,000 in one of my broker’s account Is this good for a 30 year old?

@unusual_whales Is that part of the deal currently? @grok ?

Israel wants freedom of military operations in Lebanon, with Iranian peace deal, per Reuters

$AMD on the road to hit $500 dollars soon? Absolutely unstoppable!

@valerijatrades1 Probably till $20 dollars or even $30 dollars but not too much room for improvement though!

Morning friends… Is $SOFI finally making a run for it?? Don’t want to get too excited

$MU will soon be $1000 per share!

@WatcherGuru You got this Ferrari $RACE

JUST IN: Ferrari $RACE falls 5% at open after unveiling its first electric vehicle.

@WatcherGuru Market be like: Ferrari Electric Cars? Hell no! 😂

@Mr_Derivatives $SPY and $QQQ at near ATHs feels kinda scary to be honest

$SPY $QQQ So THIS is what it feels like to trade during the dot com bubble. Not talking fundamentals, just strictly price action.

@unusual_whales In other words, $MSTR has paused purchasing $BTC

Strategy, $MSTR, has completed the repurchase of $1.5 billion of its 2029 Convertible Notes at an ~8% discount to par, generating an incremental 0.7% BTC Yield and lowering aggregate debt to $6.7 billion.

@WatcherGuru Michael Saylor right now based on Peter Schiff

JUST IN: Peter Schiff says Michael Saylor is "running out of cash." "What will you sell next to keep the wheels from falling off?"

@WatcherGuru Is that true that Michael Saylor and $MSTR are running out of cash to buy $BTC ? @grok ?

Michael Saylor’s $MSTR has paused purchasing $BTC! How long before they resume purchasing?

@saylor Saylor getting them shares

Strategy has completed the repurchase of $1.5 billion of its 2029 Convertible Notes at an ~8% discount to par, generating an incremental 0.7% BTC Yield and lowering aggregate debt to $6.7 billion. $MSTR $STRC strategy.com/press/strategy…

@unusual_whales How long has the housing market has bee in a decline? @grok ?

US home sellers slash asking prices as housing market weakness deepens, per Redfin