The Choice for President is Clear
325: A Letter to Americans
Alright folks — things are starting to get spicy. As we approach the US election, it’s becoming much more clear what could happen in each of the outcomes presented.
As you can tell from the title — today’s post is going to get flagrant and political, but I want to ensure we give due attention to markets and global developments, as things are moving quickly, particularly in crypto.
While crypto is pulling back slightly this morning meme coins are primed for explosive runs, we interviewed the founder of one of our favorites $ZYN on Risk On — we talk ZYN, markets, crypto and more. You can listen to it on Spotify/Youtube (link at end of today’s post)
Bitcoin is showing strength in the last 48 hours, reaching over $68,000, Ethereum has been over $2,600
Bitcoin ETFs have crossed $20b in total net flows (Eric Balchunas X)
Israel has reportedly killed Hamas chief Yahya Sinwar
Taiwan Semiconductor, TSM 0.00%↑ , reported a 54% jump in net profit for Q3 2024, driven by strong "AI demand." (Kobeissi Letter)
Google, GOOGL 0.00%↑ , next year will not control a majority of the US search market, according to a forecast by advertising research firm eMarketer (Unusual Whales)
The market is now pricing in a 35% chance of a recession in the US within the next 12 months (KL)
“I must say… the market, and the inside of the market, is very convinced that Trump is going to win. You can see it in the bank stocks, you can see it in crypto, you can even see it in DJT.”
— Stanley Druckenmiller
State of the Race
Last night was disastrous for Kamala Harris to anyone with common sense.
#TrainWreckKamala is trending #1 nationwide on X as of this morning after Kamala Harris did an interview on Fox News with Bret Baier.
It was not a good performance. She was combative, raised her voice, didn’t answer a single question, and kept bringing Trump up in response to questions.
Sure it’s Fox News ( I can’t stand Hannity and others) but that’s not exactly walking into the gauntlet per se, Bret Baier seems like the type of guy who giggles when you rub his belly, he’s a very calm and neutral guy. He asked fair and fact based questions and was polite. This was arguably the first time Harris had been pressed on key questions about policy and her track record as VP.
Perhaps the most cringe part of the whole segment, and the part that many are saying has ended this race, was when Baier said “If you’re turning the page…you’ve been in office for 3.5 years” alluding to Harris’ attempt to separate herself from the Biden administration. She then says “Trump has been running for office….” Baier responds “But you’ve been in office”.
Harris then blurts out “You and I both know what I’m talking about”
Baier says bluntly “Actually I don’t know what you’re talking about”
Brutal. What was she talking about?
This sums up the Harris campaign and it very well may have marked the end of it. Harris cannot interview. She cannot operate in an environment free of the protection and soft ball questions the media provides for the establishment party. She is not qualified to be running for President, let alone to be VP. How people looked past the deceit of Joe Biden’s mental acuity and then pledged their blind allegiance to Kamala is still absurd to me.
Polls and odds are reflecting this performance already — Trump is pulling ahead.
While my official forecast is still a Kamala “win” I think Trump’s chances are growing by the day.
But it’s not over yet — these developments should concern you given what the establishment has been willing to do thus far to ensure they retain power.
Why The Choice is Clear
I am voting for Donald Trump in November. Shocking right?
As many have said before this very well could be the last true “election” we see in this nation, the stakes represent what will be two absurdly different realities in this country based on who wins.
One is the continued decline and one is the CHANCE (key word) that we can work to get things back to order and on the right track.
The fact is it may be too late.
What we have seen unfold in the last 5-10 years in our country, is nothing short of disastrous. Cultural marxism has gripped the United States, as Yuri Bezmenov predicted many years ago.
The regime in power — which can most accurately be described as a uniparty (both parties) of corporations, media apparatchiks, politicians, and foreign influence, have strengthened their influence and consolidated the monopoly of power over our lives. You want to get really pissed off? Think about how your tax dollars have been used the last 4 years…..
This accelerated under Bush in the wake of 9/11, then culturally under Obama and the BLM/Antifa color revolutions, and it has finalized itself underneath the Biden administration, reaching levels of lunacy I did not think were possible.
The reality is — the entire narrative of “democracy” has been hijacked by the very groups and people who are intent on destroying our country, their gaslighting truly knows no bounds. The true threat to this country is not white christian right leaning men despite what you have been told repeatedly for years now (that may be the biggest threat to the people in power though).
The true threat, is the creeping administrative state, the fragmentation of our nation, the increasingly socialist policies being pushed, and the subversion of our once collective values. This is a key point to understand as you read this — I don’t view this as red vs. blue anymore. I view it as the establishment vs. the people. Trump is the anti establishment candidate. This is why they’ve tried to kill him twice, why they are trying to imprison him, and why the media has been slandering him endlessly for 8 years now.
Let’s paint the picture for this race through a timeline of major events.
In retrospect — much is obvious to me and it should be obvious to you as well given all that we have seen.
You can not change their mind even if you expose them to authentic information. Even if you prove that white is white and black is black, you still can not change the basic perception and the logic of behavior.
Whether I scare some people or not, I don't give a hoot. If you're not scared by now, nothing can scare you.
―Yuri Bezmenov, former KGB operative