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Summary:The post endorses Dan Patrick for re-election as Lieutenant Governor of Texas, praising his past support for Donald Trump's campaigns and his leadership in legislative actions, while also outlining his commitment to a 'MAGA' and 'America First Agenda' for future policies.
Sentiment:Endorsing
Key Claims:
  • Dan Patrick is a terrific and powerful Lieutenant Governor for Texas.
  • Donald Trump won big in Texas in 2016, 2020, and 2024, receiving the highest number of votes for any office in Texas history.
  • Dan Patrick served as Texas Chair for Donald Trump's 2016, 2020, and 2024 Presidential Campaigns.
  • Dan Patrick's leadership was pivotal in the passage of a new, fair, and improved Congressional Map.
  • The new Congressional Map will enable the election of 5 new MAGA Republicans in the 2026 Midterm Elections.
  • This outcome represents a huge victory for the America First Agenda.
  • In his next term, Dan Patrick will continue to fight to secure the border and stop migrant crime and illegal drugs.
  • Dan Patrick will continue to fight to grow the economy and cut taxes and regulations.
  • Dan Patrick will continue to fight to promote 'MADE IN THE U.S.A.' and restore American energy dominance.
  • Dan Patrick will continue to fight to champion school choice and support the military and veterans.
  • Dan Patrick will strongly protect the Second Amendment.
  • Dan Patrick is a true friend to MAGA from the beginning.
  • Donald Trump gives Dan Patrick his complete and total endorsement for re-election.
  • Dan Patrick will never let the audience down.
Potential Market Impact (S&P 500):1/10

The post discusses broad policy goals such as growing the economy, cutting taxes and regulations, promoting 'MADE IN THE U.S.A.', and restoring 'American Energy DOMINANCE.' While these themes are generally seen as pro-business, they are presented as part of a political endorsement and campaign rhetoric rather than immediate, specific policy announcements or direct company mentions. Therefore, the immediate impact on the S&P 500 is likely to be very low, primarily influencing long-term sentiment rather than directly moving prices.

Potential Geopolitical Risk:0/10

The post is entirely focused on domestic US politics, specifically an endorsement for a state-level official in Texas and the outlining of national policy preferences. It contains no threats, ultimatums, or military references related to international conflict or foreign nations.

Potential Global Cross-Asset Impact:1/10
  • Commodities: The mention of 'Restore American Energy DOMINANCE' could imply policies favorable to domestic energy production, but this is a general statement within a political endorsement and does not present an immediate supply shock or demand shift. No direct impact on Gold (XAU) prices due to fear or inflation. Oil (WTI) might see a very minor, long-term sentiment shift towards increased supply, but no immediate price action. Short-Term Watchlist: XAU/USD price action, oil inventory reports, headlines on Iran/OPEC (unrelated to this post). Medium-Term Focus: Inflation trends, Fed policy, China industrial data, USD trajectory (unrelated to this post).
  • Currencies (Forex): The post is focused on domestic US politics and policy rhetoric, with no direct implications for Federal Reserve expectations, global risk appetite, or specific currency pair movements. The US Dollar Index (DXY) is unlikely to be significantly affected. Short-Term Watchlist: Fed speakers, Treasury yields, global risk sentiment (unrelated to this post). Medium-Term Focus: Central bank divergence (Fed vs ECB/BoJ), global growth differentials, dollar liquidity cycles (unrelated to this post).
  • Global Equities: As analyzed for the S&P 500, the impact is very low due to the broad nature of the policy goals within an endorsement. No direct, immediate impact is expected on non-US equity markets such as the STOXX 600, Nikkei 225, or Hang Seng. Short-Term Watchlist: Futures open, VIX spike/dip, FANG/semis/defense sectors (not directly impacted). Medium-Term Focus: Earnings revisions, macro data (ISM, PMI), global capital flows, geopolitical overhangs (not directly impacted).
  • Fixed Income (Bonds): The post does not contain any immediate economic data releases, specific policy changes, or significant geopolitical events that would directly influence US 10Y and 2Y yields. There is no indication of a flight to safety or widening credit spreads. Short-Term Watchlist: UST 10Y yield levels, TED spread, credit ETF flows (unrelated to this post). Medium-Term Focus: Fed dot plots, fiscal concerns, debt ceiling rhetoric, economic surprise indices (unrelated to this post).
  • Volatility / Derivatives: The post is political rhetoric within a domestic context and does not present an immediate shock or uncertainty that would trigger a significant spike or compression in the VIX. Options positioning is unlikely to be affected. Short-Term Watchlist: VIX levels vs VIX futures term structure, 0DTE flow, SKEW index (unrelated to this post). Medium-Term Focus: Volatility regime shifts, macro policy uncertainty, systemic tail risk (unrelated to this post).
  • Crypto / Digital Assets: The post has no direct mention of or correlation to digital assets, regulatory news, or factors influencing liquidity or tech stocks that would impact Bitcoin (BTC) or other cryptocurrencies. Short-Term Watchlist: BTC/USD, Coinbase order book activity, funding rates, ETH correlation (unrelated to this post). Medium-Term Focus: Regulatory news, stablecoin flows, ETH upgrade progress, macro liquidity backdrop (unrelated to this post).
  • Cross-Asset Correlations and Systemic Risk: The post does not indicate any events or rhetoric that would lead to a breakdown in normal cross-asset correlations or trigger systemic liquidity stress or margin calls. Short-Term Watchlist: MOVE index, junk bond ETFs, gold/USD co-movement (unrelated to this post). Medium-Term Focus: Shadow banking risk, central bank intervention, market plumbing stress (unrelated to this post).
  • Retail Sentiment / Market Psychology: The post is a political endorsement and outline of general policy goals, not content directly aimed at or likely to trigger specific retail speculation in assets like meme stocks or altcoins. Short-Term Watchlist: GME/AMC volume, Twitter/X trends, Reddit sentiment, TikTok mentions (unrelated to this post). Medium-Term Focus: Social media influence on market structure, potential for coordinated retail pushes, policy/regulatory crackdown on retail trading behavior (unrelated to this post).
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