and if you want fundamental analysis, start at immigration. If these things come true, massive chunk out of GDP
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and then follow it up with all these anti-neocon trade wars. TPP would have excellent for GDP, just not the common man
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the other simple idea mentioned by Klarman (quoted in WSJ today) is: things will take longer and be more complex.
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I wouldn't buy puts and make a bet on a date. Best seems to be to wait with a lot of cash and buy when it happens.
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"insider trading" now boils down to getting insider info on big admin moves and betting on markets as a whole
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the upside of waiting with cash on hand is that every day you steel yourself, preparing to buy when world suddenly "ends"
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what happens next will telling in terms of the long term. it's a Great Filter of sorts - we may in fact have a winning Fermi economy
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which would mean that political risk is unlikely to ever really impact things, if the Great Economic Filter is already behind us
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