Thinking About the Markets Like Roger Federer

It’s debate day in America! We’ll mark the occasion by examining election predictions and what either result could mean for the economy. We’ll also discuss American strength/resilience and why the data says we’re not in a debt doom spiral. We’ll finish with a Roger Federer mindset as we look under the financial hood and find long-term optimism.

Key Takeaways

[00:17] - On debate day, we look at what the election could mean financially [09:50] - America and American families keep prevailing/thriving [16:19] - American tourists are driving European economies [19:22] - Federer wisdom + optimism

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Links

Nate Silver’s first 2024 election model prediction: not a toss-up Silver: Who is favored to win the 2024 election? Odd Lots: Why Tom Lee Thinks We Could See S&P 15,000 by 2030 Slok: Household net worth is almost 8x higher than disposable income WSJ: Europe has a new economic engine - American tourists The American consumer is Europe’s stimulus package Outside of the top 10 stocks, the market is reasonably priced June-August are historically the best 3 months of an election year Roger Federer’s Dartmouth commencement speech

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