We live in a world more dominated by day-to-day politics than I can ever recall. Here are a few assets very subject to these political winds:
TSLA -smashed like crazy last week, but most of the torching has been undone, perhaps because of Robotaxi’s forthcoming launch or maybe because people figure the Musk brand will heal.$TRUMP – it got pumped weeks ago due to auctioning off dinner with the President, but since then it’s just been drifting.$MELANIA -hot garbage. I guess third wives just don’t’ have the draw that the POTUS does.DJT -still down about 70% from its peak.JOBY -the U.S. realizes it needs domestic drone makers, since toys costing a few hundred dollars are now the world’s most useful tactical weapon.
