Just add tolls to the highway. Make people who drive pay for the infrastructure.

Not shorting memory till at least the Q3 of this year. This rally will die with AI CAPEX slowdown. Haven't heard any of the Big Tech blinking yet.

Maybe the better framework is lower middle class (most inflation sensitive) is running away from the incumbent? Younger voters are lower middle income due to starting their career and not having accrued assets.

I already know enough people who aren't billionaires leave California for Texas to cash out on their stocks and options, and then move to more liberal states like Colorado. If you can save few million dollars.

I expect all car margins to start compressing in markets that doesn't have tariffs against Chinese EVs until we get at least two large bankruptcies (Nissan and Stellantis is my bet). Good for consumers, terrible news for auto companies and auto workers.

This chart is Russian military command increasing tempo to eat land that can be claimed in a ceasefire. Tens of thousands of soldier's life is worth few meters of land to the Russian sociopathic elites.

Foreign Central Banks also did not buy gold in massive scale before. Everyone is aware holding only US dollar is a risk now.

Where are they going to get $100B from? Gulf states? Japanese government through Softbank?

Which social media are they likely to get their news from?

If you go into any modern factories that's been built recently, it's highly automated because that's about the only way to compete because American labor is expensive.

What could go wrong...

Crude oil price down compared to 12 months ago and the constant drone attacks on their refineries.

Internet strangers making factual comments aren't hurting them. The Trump administration is getting ready to ship Muslims to El Salvador, and the voters in their infinite wisdom decided Trump didn't need any checks on his power. Maybe the voters can make a smarter choice in 2026 midterm.

One of the problems (not the whole problem) is that Japanese rice farmers and co-op love the high price. And they are very important voting bloc for the incumbent party.

White people voting for a white nationalist is within a realm of possibility. Muslim brown people voting for white nationalist is sticking their face to the leopard.