Society is Being Manipulated/Break Free
"The wise man sees in the misfortune of others what he should avoid." Marcus Aurelius
I’ve had the same conversation repeatedly this week:
On the Left “I couldn’t hold equities because Trump won.”
On the right “The market would have crashed if Harris won.”
Let’s not lose sight of the goal: making money and protecting our trades.
Back in 2020, the narrative was clear… buy energy and financials if Trump won, or solar and tech if Biden won.
What actually happened? Energy and financials led the market, and Bitcoin surged 400%. Yet some people still credit Trump for Bitcoin’s rise or and they don’t ask themselves what happened for it to move higher in 2020?
Maybe Biden is pro Bitcoin lol.
The real lesson: Follow market action, not political noise.
A secret to consistent returns is filtering out manipulation, whether from the media, social media, or anyone else. Be mindful of what you let influence your thinking. Subliminal messaging is real.
For context: Solar stocks dropped over 50% in 2020, despite rising over 300% under Trump from 2016-2020. The market's direction doesn’t always align with narratives.
The market tells you what’s happening.
A diversified approach: Bitcoin, small caps, energy and bank stocks paid off, while gold, silver, and miners provided stability earlier in the year and sold off during the election week.
Now, with today’s pullback spooking investors:
Look at lagging sectors like XLP, XLRE, and XLU. When they lag, the market screams risk-on.
Financials and energy, even during this pullback, are holding up.
At the moment I have no reason to be bearish.
As traders, we chase strength, not headlines. Right now, moving beyond AI stocks and big indexes feels difficult, but it’s the right move. Hard trades are often the smart trades.
Take Warren Buffett’s portfolio as an example. He sold over 500k shares of AAPL this year but is holding Chevron and only let go of OXY when it broke support. (Yes, Buffett’s a closet technician.)
We don’t know what 2025 will bring, but we can stay ahead by watching signals and following money flows. Most importantly, stop looking to the media for answers.
This is why I focus on teaching. My goal is to give you the tools to trade smartly, think critically, and spot opportunities I might not even see.
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ha for sure, all I was hearing on internet news was Kamala Harris - It's a close race over and over again.
But yeah goldilocks oil price and favourable admin, XLE should do well right? Surfing the 52 week high list this week has been interesting... Argentinian banks, energy, telecoms all doing great. Feels like the Milei campaign is in USA now.