Monday, 18 November 2024

GAVEKAL: “Sizeable Red Wave” Coming In November! White House and Congress!

100 Percent Fed Up
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Ready for a massive RED WAVE sweep in November?

It’s coming, says research firm Gavekal.

Haven’t heard of them?

Most in the financial world have.

Gavekal is a financial services company that specializes in providing financial research, investment management services, and portfolio design tools for institutional investors, funds, and private wealth management. The firm was founded in 1999 by Charles Gave, Louis-Vincent Gave, and Anatole Kaletsky, with a focus on Asia’s growing economic importance.
Gavekal offers a range of services, including:
  • Gavekal Research: The flagship service providing daily commentary on global economies and markets.
  • Gavekal Dragonomics: In-depth coverage of China’s economy, politics, and social issues.
  • Gavekal-IS Research: Weekly financial notes analyzing global financial markets and opportunities.
  • Gavekal Fathom China: In-depth research on Chinese companies and sectors.
  • Gavekal RedTech: Primary research on China’s internet and consumer sectors.

    • The company has a strong presence in Asia, with its headquarters in Hong Kong. Gavekal also offers a range of investment funds and portfolio design tools to help clients navigate the global financial markets.

    In short, they tend to know their stuff!

    And while they caution that 16 weeks is still a lifetime in Presidential Election politics, right now they see a “sizeable red wave” coming in November.

    Perhaps even a White House, House and Senate Sweep!

    I know we’ve heard that before, but I think you’re really going to be happy with how 2024 wraps up.

    Take a look here:

    Here’s more, from OneFinancialMarkets:

    Recent political events in the United States, most notably Joe Biden’s surprisingly poor debate performance and the attempted assassination of Donald Trump on Saturday, strongly indicate a robust Republican showing in November’s US elections, according to Gavekal Research.

    Sixteen weeks is a long time in politics, and much can change before November. However, the 2018 stabbing of Brazil’s Jair Bolsonaro demonstrated that “assassination attempts swing undecided voters towards the victim in large numbers,” Gavekal noted.

    In the US, more than any other democracy, fundraising plays a crucial role. Following Trump’s conviction on May 31 in a New York court, his campaign saw a surge in donations. After the attempted assassination on Saturday, it is expected that contributions to Trump’s campaign will once again flood in, the macro research firm said in the report.

    This influx of support is likely to grow, as the assassination attempt has made it more socially acceptable to support Trump. In 2016, many people were hesitant to openly endorse him. This time, high-profile business figures like Elon Musk and Bill Ackman have publicly pledged their support, and the general public is more openly showing their allegiance.

    Meanwhile, the Democratic Party is struggling with internal conflicts and concerns about Joe Biden’s ability to handle a rigorous four-month campaign, leading to a decline in donations. With Hollywood stars increasingly withdrawing their support, backing Biden “has clearly lost its cachet,” Gavekal economists said.

    “The prevailing mood has changed, and the stage seems set for a sizable red wave come November’s vote,” they added.

    And from eHack, even Democrat leaders are now worried Trump will sweep the Presidency and Congress:

    RELATED REPORT:

    LANDSLIDE WIN? In Vast Sentiment Shift, It’s Now OK To Support President Trump!

    One of the most damaging effects of the (illegal and unconstitutional) J6 prosecutions, other than the obvious impact to each defendant, is the chilling effect this had on Trump support nationwide.

    Sure, almost none of us stopped supporting President Trump, and in reality it probably made us support him even more, but it definitely made most Americans stop TALKING about supporting Trump.

    In 2016, Trump yard signs were everywhere.

    Look around now and there are almost none.

    Same with Trump flags.

    Same with Trump shirts and hats.

    There is a real fear about supporting Trump….will the Government come after me?  Will my boss fire me or treat me different?  Will my friends and family treat me differently?

    But the good news is after 3+ years, that fear is now rapidly dissipating and there is a massive sentiment shift out there.

    Suddenly, it’s OK to support President Trump again!

    The sentiment shift is being led by Silicon Vally and other tech and business entrepreneurs, but it’s spreading out very fast.

    Here is David Sacks posting a list of big names supporting Trump:

    Elon Musk himself reposted that with the message: “The choice is clear”:

    He’s right.

    The choice IS clear.

    And the coast is now also clear.

    I guess it took an assassination attempt and it’s really sad we had to get that far, but it finally broke the tide of anti-Trump sentiment, and now just like a rubber band that’s been stretched too far in one direction, it’s about to shoot back the other way.

    Hard and fast.

    I’ve been saying this for years and it’s so heartwarming to see it finally happening!

    I’ve been saying we need GOOD PEOPLE in all walks of life to speak up and speak out and say you support Trump.

    We need good teachers….

    Good doctors….

    Good plumbers….

    Good attorneys….

    Good tech entrepreneurs….

    Good nurses….

    Good engineers….

    You get the idea.

    We need good people in all walks of life to start speaking out and letting everyone know there are MORE of us than there are anti-Trumpers.  By a lot!

    We are normal people.

    We are clear thinking people.

    We love America.

    We just want good lives for our families.

    AND WE LOVE TRUMP!

    It took an assassination attempt, but FINALLY that has now started to happen.

    The Big Tech entrepreneurs are (ironically) the ones leading the charge.

    Sure, not people like Zuckerberg or Bezos or Gates, but the other ones listed above.

    Don’t leave them hanging.

    Jump on board.

    Speak out!

    Speak up!

    Let YOUR voice be heard!

    Which reminds me of Cathie Wood, and that’s where I want to end this article.

    Just a few short weeks before the Trump assassination attempt, Cathie Wood said on stage with Meet Kevin that she was voting Trump.

    That apparently set of a wave of problems (the exact problem I describe above) and she later seemingly tried to retract that statement.

    So sad.

    Kevin was caught in the middle.

    I mistakenly placed the blame with him for taking down the video, but it turns out he was just trying to be kind to her and the real cowardice seemingly laid with Cathie Wood.

    It’s such a shame.

    I respect and admire her career.

    She seems like such a nice person.

    But she didn’t have the intestinal fortitude to buck the crowd and simply say she was voting Trump.  She even couched her answer with the preface “for economic reasons…I am voting Trump” but even that wasn’t enough.  She wanted the video taken down.

    So sad.

    Cathie Wood could have been one of the leading voices on that list above, but the cowardice won out.

    Now the boat took off without her, and you’ll notice David Sacks did NOT list her name on the list of courageous American business people now speaking out to say they support Trump.

    What a missed opportunity.

    More on that whole dust up here, in case you missed it:

    CONFRONTING MeetKevin!

    CONFRONTING MeetKevin!

    It's time to CONFRONT MeetKevin!

    Actually, I'm just kidding.

    Don't sue me bro!

    Anyone who knows Kevin and his YouTube channel, knows he has made a career out of posting "CONFRONTING" videos which really are just friendly interviews.

    So I write this article with the same spirit....

    But yesterday something happened and we need to talk about it.

    First, I need to apologize to Kevin for one thing, but secondly I'm not apologizing for another thing.

    Let me explain....

    So over the weekend, Kevin hosted a big event in Las Vegas focused mostly on economics and investing.  It was a TREMENDOUS event, very well done!

    And at that event, Cathie Wood was one of the guests.

    And in the spirit of being a good interviewer, Kevin asked her a question: essentially, who is she voting for in this election.

    The clip has been deleted (which is the reason I'm writing this article) but many big accounts saved it so I'm not going to repost it but I will show you their posts.

    But it was actually a really great 2 minute clip, where Cathie gives a very thoughtful answer, which basically said "if I'm voting purely on economics, it's Trump" which received thunderous applause.

    Great question, great answer, great clip -- right?

    I thought so.

    Which is why we published an article covering it:

    BREAKING: Did Cathie Wood JUST Announce She’s Voting For DONALD TRUMP?

    We were one of the first to cover it, and soon all the big accounts followed, posting their own versions of the clip.

    Basically, it went viral.

    But then Kevin deleted the video and posted this:

    I have deleted a clip of @CathieDWood
    discussing who might be better for the economy as President. #Trump or #Biden Here’s why.

    First, I’d like to say that Cathie has one the purest, greatest hearts ever. She is a deeply genuine, kind, and honest person. That doesn’t mean innovation always goes up! 🚀 But she is a woman of great integrity and is transparent with her long-run vision. She is a true American, she is righteous, she is virtuous. I respect her greatly. We can all learn a lot from her.

    She is also a woman of principles, context, and nuance. I am not speaking on behalf of Cathie. My team had an impression from what we heard, but she asked me to mention that her beliefs are more nuanced. As such, I deleted our video clip.

    I believe this means there’s more to a vote than economics.

    So while I can’t speak for her, I believe I have messed up. I believe I ambushed Cathie with my Joe vs. Donald question and I may have unintentionally created an impression she didn’t intend to create. I regret this and I am sorry.

    This has been the first educational finance event I’ve conducted since February 2020, also in Vegas! And I worry I’ve offended Cathie.

    Cathie: I hope you will forgive us. We love and appreciate you. We look up to you. We learn from you. We are saddened we have disappointed you.

    Stay tuned for our full interview and complete context.

    Wow, that's a lot of words!

    But here's where both my apology and my standing firm come in.

    I posted this in reply:

    Now, first my apology....

    Perhaps I should not have phrased it that way.

    Perhaps I didn't need to call it a "real pussy move".

    So while I stand by the sentiment that taking it down is EXACTLY what's wrong with America right now (more on that in just a moment), I probably didn't need to call it a "real pussy move".

    So to my good friend Kevin, I truly do apologize for that phrasing.

    I regret this and am sorry.  I hope you will forgive us here at WLTReport and me in particular. We love and appreciate you. We look up to you. We learn from you. We are saddened we have disappointed you.

    But here's where I'm going to also push back....that video never should have been taken down.

    It didn't need more "context"....

    It was not a soundbite, it was a 2 minute clip that provided perfect context and in fact was a really thoughtful answer that was not misunderstood by anyone.

    Unless you are clinically braindead, everyone in America right now knows that "if I'm voting based on the economy, it's Trump."

    There is simply nothing wrong with that statement.

    But do you know what is wrong?

    When a man has been so (wrongly) vilified by the Mainstream Media, attacked relentlessly for 8+ years with no end in sight, with fake news story after fake news story that are later proven to be 100% fake (hello, Russian Collusion, to name one!) and even though they are quietly retracted years later, the damage is done in the moment and cannot be undone....

    When lawfare and two fake impeachments are thrown at this man, whose only crime is loving this country and wanting to see it made Great Again.....

    When a man is slandered day in and day out....

    When the statute of limitations is changed in New York to prosecute one man alone, and when the best and brightest legal minds go on TV and say we don't even understand what crime this man is charged with.....

    When the J6 defendants are persecuted into many committing suicide and dying in jail for the crime of merely WALKING peacefully on the People's House, the Capitol Building, and committing no other crime other than their presence there, and they are hunted down 4 years later surveillance cameras and hauled into Court and then prison.....

    When ALL of this happens so that even if you do like and support Donald Trump you have been so scared into not stating it publicly for fear that they will go after YOU next.....that's when our Country truly has fallen.

    And sadly, that's what it feels to me happened here.

    Cathie gave a smart, nuanced, and accurate answer that no one was faulting her for, and while I have no idea what happened behind the scenes it looks and feels as though someone did not want that answer to live on the Internet.

    It's a very sad day in America when a smart financier like Cathie Wood cannot simply give her opinion on who she thinks will handle the economy better.

    I've said it before, and I'll say it again once more right now....

    When all the good people are silenced into not ever saying anything nice about President Trump or that they think he would do a good job, then the only voices are the corporate Mainstream Media that are VERY good at repeating their narrative.

    And eventually, just like in George Orwell's Animal Farm, when there is only one narrative being told, and when all other voices are firmly silenced, then eventually the truth dies out and no one even remembers it anymore.

    So should I have called it a "pussy move"?

    No, I regret that.

    But we have lost our boldness in this country.

    Good people need to start speaking up and speaking TRUTH!

    Good doctors...

    Good teachers....

    Good YouTubers....

    Good financiers....

    Good accountants....

    Good lawyers....

    You get the idea.

    When they've silenced all the good people, they've already won.

    And that's a very scary thought for the future of this country.

    Be bold.

    Be brave.

    Speak out.

    Speak up.

    This is a moment for heroes to arise, not for good voices to cower and delete videos.

    That's my take.

    Or as Kevin has said hundreds of times before, "That's my POV and I'm sticking with it.  You don't have to like it, but it's my POV."

    @ALX still has the video on his profile,  you can see it here unless he takes it down in the future.

    Now please, will someone please tell me what is possibly wrong with this?

    If you ask me, nothing at all.

    Two great Americans.

    A great chat.

    A wise and thoughtful answer.

    And Kevin, let's be friends again!

    Nothing but love for all you do, my words were not chosen well.

    Keep up the great work.

    UPDATE:

    Kevin just posted this video explaining more behind why the video was deleted.

    It appears my response was even more out of line to direct any disappointment to Kevin.

    He made the honorable decision.

    My disappointment lies, apparently, based on all we just learned in this video, with Cathie Wood.

    Is she really so afraid that she's going to lose liberal investors in her fund just for saying what she said?

    Our country is in big trouble folks, this is not the America I remember.

    I thought the free and open exchange and debate of ideas is what America was founded on....

    Not a club that bullies others into submission if you dare put even one toe over the line they have established.

    So sad.

    And once again, apologies to Kevin who I believe got caught between a rock and a hard place

     

    This is a Guest Post from our friends over at WLTReport.

    View the original article here.


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