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Please register for: The Best Investment Themes Post Election 

on Nov 21, 2024 11:00 AM PST at:

https://attendee.gotowebinar.com/register/8455197581530760535

Matthew Tuttle will discuss:

Three below the radar investment themes that have nothing to do with AI.

How to design trades for asymmetric returns.

How to profit from the Fed’s stupidity.

Why bonds are a stupid investment and what to do instead.

If you would like CFP™ education credit (½ hour),  please email pneville@tuttlecap.com your CFP™ID number.

If you can't make the live webinar, register and we will send are cap.

For investment pros only.

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In today's edition of The H.E.A.T. Formula we break down the Trump trade

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What a week. Trump's win was a stunning rebuke to woke policies and DEI.....

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Trump's win may be a rejection of 'woke' ideology - here's why -ynet news

Many of the American citizens who voted for Trump may not have been endorsing him personally; instead, their votes were perhaps a rejection of "woke" ideology and the ultra-liberal values associated with Kamala Harris. This election was, for them, a vote to "make America great again" by realigning the country with its foundational principles, rooted in faith and the motto "In God We Trust."

Kamala Harris learns the hard way that woke doesn’t work-NY Post

Yes, progressivism is a horrible business model, or the stock of big progressive companies like Disney wouldn’t be dead money for the past decade as it embarked on a crusade of cultural transformation in programming — including inculcating children with same-sex kissing scenes in its animated movies.

Kamala Harris exudes wokeness — she said as much when she once opined that “everyone needs to be woke.”

The Left’s woke agenda died this week-Washington Examiner

There were many reasons that President-elect Donald Trump won in such a resounding victory this week: inflation, the bewildering open border policy, the Afghanistan withdrawal humiliation, the world on fire, etc. But let’s not forget one of the top ones: This was a resounding defeat of wokeism.

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Can a Second Trump Term Quell Wokeness?-National Review

This could all be very wrong. It could be that on January 20, 2025, we will inaugurate both Trump and a woke resistance for another four-year term. That is easily plausible and ought not to be discounted. But neither should we blindly assume that such an occurrence is inevitable. It might be wish-casting, but there are reasons to think that wokeness will not as easily penetrate our domestic tranquility as it did during Trump’s first term. Wouldn’t that be nice?

How a Trump presidency could lead to a purge at the Pentagon-Reuters

During his campaign for re-election, Donald Trump vowed to purge the military of so-called "woke" generals. Now that he is president-elect, the question in the halls of the Pentagon is whether he would go much further.

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Bill Maher has a blunt message for Democrats in wake of election disaster: ‘Losers look in the mirror’-Fox News

Maher alleged that Trump won because 'this country has had enough of the anti-common sense woke bulls---.'

'Woke just died': Farage says Trump makes 'the world a safer place'-
Daily Mail

'Trump's return could signal the end of an identity-based approach to culture and society'-Le Monde

A 'woke' avant-garde, indulged by the base of the Democratic camp, has cut itself off from a real, popular and right-wing America, writes Le Monde columnist Michel Guerrin.

DEI Is a Corporate Bust-National Review

A corollary in American culture may be that for every reasonable action, there is a hyperbolic overreaction.

Such is the case when it comes to diversity, equity, and inclusion policies in corporate America. Filmmaker Robby Starbuck has used his social-media following to expose DEI initiatives at several major American corporations. Operating on the premise that sunlight is the best disinfectant, Starbuck has brought failed policies that are legally questionable and highly unpopular with consumers to the attention of the general public and the ...

Donald Trump’s election win will create a DEI reckoning that forces companies to either stand up for their policies or ‘step away’-Fortune

Companies who are still considering DEI as part of their larger business strategies might shift the way they present and implement those changes. That could include doing away with standalone teams and chief diversity officer titles, and integrating those roles into other functions.

DEI under Donald Trump—here’s what HR leaders and experts think will happen over the next 4 years-MSN

“I do think some companies are going to start to use the rhetoric we've heard from Trump over the last year to step away from some of these things,” Paul Wolfe, the former CHRO at Indeed, Match.com, and Conde Nast, tells Fortune. “I think this is another thing that will only get harder for DEIB professionals and HR professionals to deal with.”

Trump Will Bury ESG, But It Was Already Dead-Bloomberg

The green investing revolution never stood a chance in the US once ensnared by the culture wars, but that wasn’t the only cause of death

ESG Investors Remain Optimistic Despite Looming Threat of Trump-Institutional Investor

Following the re-election of President Trump this week, there is a sea change on the horizon that could go well beyond this redefinition. Despite cozying up to the inventor of the most widely sold electric car, Trump has made no secret of his disdain for all things ESG in the past and during his campaign, and if those promises are anything to go by the sector is in for a rocky ride over the next four years.

Hedge Funds Hover After Trump Win Triggers Extreme ESG Selloff-Yahoo Finance

Few asset classes suffered as painful a blow in the hours after Donald Trump’s election victory as those associated with ESG.

The End of ESG? Experts Predict a Shift in Corporate Strategy-Oil Price

With President Trump once again taking the White House, one investment bank is advising ESG fund managers to "keep their lawyers very close", as the full scale death of ESG may very well be on the door step, according to Yahoo Finance.

Trump Administration Seen as Likely to Dismantle ESG Rules-Insurance Journal

That would mean blocking Securities and Exchange Commission rules for corporate and fund disclosures, and Labor Department requirements on pension funds, according to Rob Du Boff, a senior analyst at Bloomberg Intelligence. The new administration also is expected to put limits on ESG-related shareholder proposals filed during proxy season, he said.

Woke Georgia DA Deborah Gonzalez pummeled in re-election bid after refusing Laken Riley murder case-AOL.com

The defeat was part of a tsunami of soft-on-crime progressive prosecutors and pols — many backed by left-wing kingmaker billionaire George Soros — booted from office.

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A Trump Victory Will Likely Increase Attacks on DEI in Higher Education-President's Alliance.org

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What Trump’s Win Means for Education-Time

Trump has pledged to dismantle the Department of Education, cut federal funding for schools teaching critical race theory, and bar transgender female athletes from participating in school sports.

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NIALL FERGUSON: Appalled by Trump? Read how Kamala's woke ideology has left my beloved San Francisco a cesspit of drugs and crime, and you'll begin to see why it's lucky she didn't win-Daily Mail

How Trump's Tour of Anti-Woke Podcasters Including Joe Rogan Swung Him the Election — Thanks to the 'Bro Vote'-Newsbreak

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He's obviously learned a lot since last time....

‍Trump says Haley, Pompeo will not join second administration-CNBC.com

Trump's 10-Part Plan to Dismantle the Deep State-Townhall

FEMA ‘horrified’ after confirming workers directed to ‘avoid homes’ with Trump signs in hurricane-ravaged Florida community-NY Post

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Mexico's migrant caravan breaking up after Trump victory sows uncertainty-Reuters

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