Matthew Tuttle Keeps Challenging the Establishment-ETF.com

Election

Ton’s of stuff going on. RNC started last night, JD Vance named as VP, mystery around the shooter, his motives, and how he got where he was, continues to deepen. RFK jr. meets with Trump and finally gets secret service protection (not sure he should get rid of his private guys at this point though).

This is big. Have to figure Elon pays a price for this, also have to think he knows that going in and is doing it anyway. Elon Musk Has Said He Is Committing Around $45 Million a Month to a New Pro-Trump Super PAC-WSJ

Formed in June, America PAC is focused on registering voters and persuading constituents to vote early and request mail-in ballots in swing states, according to one of the people. The coalition assessed that the Democrats have historically had very robust “get out the vote” campaigns and took note of the amounts of money that the Biden camp has dedicated to so-called on-the-ground efforts in swing states. America PAC will try to counter that.

Project 2025 is something that Trump has said he doesn’t know everything that’s in it, and doesn’t agree with a lot of it. The RNC has already released it’s platform, this wasn’t it. Project 2025 Explained: What To Know About The Controversial Right-Wing Policy Map For Trump—As RNC Kicks Off-Forbes

Market

September? Powell Signals Rate Cut Coming Into View but Declines to Say When-WSJ

About as expected yesterday. Strong risk on out of the gate with strength in the “Trump” names and weakness in the non Trump names. Faded a bit as traders took profits. The rally continued to broaden out as small caps and the Dow outperformed the Qs and SPX. NVDA was down and the Magnificent 7 was mixed.

Solar’s got crushed as the non Trump trade. My sense is you still buy the dip on any power name, clean or dirty. AI is going to have such a need for power that nobody is going to care where it comes from. Utilities were also down big. I bought NEE and XLU and CEG is on our watchlist today if it dips.

UUUU also dipped so we added that. Already own URA in my longer term account.

Would continue to buy any dips in power related stocks.

Not sure what to make of this, can’t imagine we would get a delayed reaction. Gold Futures Rise in Delayed Reaction to Attempted Trump Assassination-WSJ

ESG

J. D. Vance Loves to Hate on ESG As vice president, he would be the Woke Investing Hater-in-Chief.-Heatmap

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