Trump’s 2024 Victory

345: Insights, Market Opportunities, and Implications for the Future

Well guys — that was one wild election night. Donald Trump dominates Kamala Harris, gaining 312 electoral votes and securing the presidency. Yesterday was an insane day for me personally as I’m sure it was for many of you. I felt like hope had been restored and much of my optimism about the direction this country will take has been returned. I haven’t felt like that in a long long time.

I’d be lying to you if I said I wasn’t hyped af.

Pretty historical moment to be sure, the landslide was one of our base cases we talked though, though admittedly, I did think that fuckery was going to play a larger role in tilting it towards Kamala’s favor.

So to be clear I ended up being half right. I anticipated a Trump landslide in a fair environment but we did think Kamala would ultimately pull it off due to irregularities (I overestimated this impact this time around). I am glad I was proven wrong on the latter half. To be clear — I’m not doing a victory lap here, our commentary prior to the election was geared towards painting the fullest picture possible of potential outcomes, but I did think Kamala would figure out a way to pull it off.

Thank god I was wrong.

As I have said — in a fair environment with no fuckery I think Donald Trump wins this election in a landslide — an embarrassing one.

— Arbitrage Andy, Arb Letter September 24th 2024

So not super surprised by the Trump landslide BUT I am surprised that the left wasn’t able to pull some of the shit they obviously did in 2020 (more on that today as it’s quite obvious 2020 was a joke). It’s quite refreshing to see more and more people wake up to this possiblity.

Of course that’s not to say something doesn’t occur between now and inauguration in January, but the Trump win was nothing short of resounding, it was as they were saying too big to rig.

Many things are now apparent because of this monumental event. For starters, Donald Trump is one resilient mofo.

They tried to jail him.

They smeared him for years.

They lied about him.

They charged him.

They tried to kill him.

But he came out on top.

Absolutely insane.

The American people spoke and they spoke clearly. He won the popular vote and took 312 electoral votes. Massive turnout from young men, blacks, Latinos, and even the women that the left said would vote based on abortion, tilted the favor for Trump. It was a total and complete red wave - with the Republicans taking the senate and gaining 

A massive shift in American politics after 4 disastrous years.  And look — I know not ALL of our readers are likely happy with this outcome but I think its worth saying: the majority of us who support this outcome want the best for the US. We’re not looking to oppress people or take away their freedoms or any of the other outlandish claims being spread online — we want a strong, patriotic, and flourishing country.

I want to note — many of you have come forth in DMs and messages saying how you had a come to Jesus on what mattered this election or you voted Democrat in 2020 but flipped for this election and I just want to say good on you.

It takes balls to do that and a good deal of humility in a very charged political environment. This is bigger than Donald Trump, you’re not required to like the guy’s personality or personal history, but putting what’s best for our country first is a noble and just cause and it can be difficult to put aside existing notions and bias to do so. At the end of the day — the American people made their will known.

So today we’re going to cover the following:

• What happened? A summary of the election, key drivers, shortcomings of the Democrats, and some interesting tidbits that should alter the way you view 2020

• The markets & geopolitics — crypto and equities responded strongly to the Trump win. There is going to be an absurd amount of opportunity for people in the coming years (TLDR - you can get rich). The world stage is set to change now and hopefully we see conflicts lessen that are impacting millions of lives

• What comes next? There’s some concerning trends to be aware of in the wake of this red win. I fully expect us to see more unrest as a result of this victory and we will talk through some of the updates and media responses that suggest we could see some major backlash in the coming weeks and months leading up to inauguration

I have been glued to my computer for 72 hours and if my wife doesn’t kill me I am going to try to get Episode 11 of the Risk On podcast out tonight — in that I will be summarizing what went right in this election and dive into the drivers behind America’s decision to elect Donald Trump. We are growing fast on X — so make sure you follow on there as well.

Welcome to the 900 new subscribers we gained in the last 24 hours — it’s been awesome to see some of the notes you guys are sharing and it’s unreal for me to see that we are having a positive impact on people’s lives through the various outlets I curate. As I have said before — it is more important than ever to seek out unbiased and truthful media sources. It’s clear you guys value us as one of those sources and that brings me great fulfillment as that was one of the initial goals launching this.

The election result stands as an excellent example of what occurs when people are sold lies and inaccuracies. Reality is not what many people were told it was.

Now they are dealing with that painful wake up call.

Let’s get into it — much to discuss, crypto is absolutely skyrocketing printing bands for our loyal followers, liberal meltdowns are ensuing across the country, and many are looking forward to what should be a total and complete cultural shift in American society.

New era in America and a new era for Arbitrage Andy and Arb Letter.

Let’s get it lords.