The Stable Genius Report

• Met leaders of many countries in Asia and beyond.
• America is respected again, 'like never before'.
• Great Trade Deals were made.
• Long Term relationships now exist.
• Money is pouring into the U.S. due to Tariffs and the Landslide Results of the 2024 Presidential Election.
• Democrats 'SHUT DOWN' the United States of America.
• Powerful Republicans allowed Democrats to 'shut down' the U.S.
• Majority Leader John Thune and Speaker of the House Mike Johnson are doing a 'GREAT job'.
• Democrats are 'Crazed Lunatics' who have lost all sense of 'WISDOM and REALITY'.
• Democrats suffer from 'Trump Derangement Syndrome (TDS)' due to losing too much.
• Democrats want to take Trillions of Dollars from the Healthcare System and give it to 'undeserving' people who came into the U.S. illegally, many from prisons and mental institutions.
• This Democratic plan will hurt American citizens.
• Republicans will not let this Democratic plan happen.
• Republicans should play their 'TRUMP CARD' and use the 'Nuclear Option' to get rid of the Filibuster 'NOW'.
• Democrats, while in power, fought for three years to end the filibuster but failed due to Senators Joe Manchin and Kyrsten Sinema.
• Democrats knew the tremendous strength that terminating the Filibuster would give them.
• Democrats want to substantially expand ('PACK!') the United States Supreme Court.
• Democrats want to make Washington, D.C. and Puerto Rico States, which would automatically add 4 Senate seats, many House seats, and at least 8 Electoral Votes.
• Republicans are now 'in power'.
• Ending the filibuster would 'IMMEDIATELY end' the 'ridiculous, Country destroying 'SHUT DOWN'.
• If Republicans do not end the filibuster, Democrats will do it on their first day in office if they regain power.
• Ending the filibuster would lead to 'the best Judges, the best U.S. Attorneys, the best of everything'.
• The concept of ending the filibuster was from President Barack Hussein Obama and Majority Leader Harry Reid to take advantage of Republicans.
• Now, the author wants to end the filibuster to take advantage of Democrats.

The post highlights significant positive economic impacts, stating that 'money is pouring into our Country because of Tariffs' and 'Great Trade Deals,' which implies a robust domestic economy. The mention of 'Landslide Results of the 2024 Presidential Election' suggests a strong mandate for future policies. Furthermore, the call to eliminate the filibuster, if realized, indicates the potential for a unified government to enact a wide range of unhindered legislative changes, including those impacting healthcare funding, judicial appointments, and trade policies. Such a profound shift in legislative power and policy direction could significantly influence market sentiment and corporate sectors.

The post details successful diplomatic engagements with leaders of numerous countries, including the making of 'Great Trade Deals' and the establishment of 'Long Term relationships,' while emphasizing that America is 'respected again.' There are no explicit threats, ultimatums, or military references suggesting an escalation of international conflict; instead, the narrative focuses on improved global standing and economic benefits.

• Commodities: The narrative of 'Great Trade Deals' and 'money pouring into our Country because of Tariffs' suggests a focus on domestic economic strength and potentially protectionist trade policies. This could impact industrial metals like Copper and energy prices (WTI) through global growth sentiment and trade flow disruptions. Gold (XAU) might react to any implied inflation from tariffs or as a safe-haven if the political rhetoric increases uncertainty. Short-Term Watchlist: XAU/USD price action, headlines on trade negotiations/tariffs, oil inventory reports. Medium-Term Focus: Inflation trends, global trade flows, USD trajectory.
• Currencies (Forex): The assertion of renewed American respect and economic strength, combined with potential trade deals and tariffs, could bolster the US Dollar Index (DXY) through capital inflows and a perception of stronger economic fundamentals. The call for increased legislative efficiency via filibuster removal could lead to greater policy clarity, potentially supporting the dollar. Short-Term Watchlist: Yield differentials, global risk sentiment, policy rhetoric. Medium-Term Focus: Central bank divergence (Fed vs ECB/BoJ), global growth differentials, U.S. policy certainty.
• Global Equities: The positive framing of the Asia trip, 'Great Trade Deals,' and economic benefits suggests a bullish outlook for U.S. equities, especially sectors benefiting from tariffs or domestic growth. The aggressive stance against Democrats and the call for the 'Nuclear Option' introduce political volatility, which could cause short-term jitters but long-term clarity if a strong legislative agenda is expected. International equities (STOXX 600, Nikkei 225, Hang Seng) could be impacted by trade deal specifics and broader U.S. foreign policy shifts. Short-Term Watchlist: Futures open, VIX spike/dip, sector rotation (e.g., defense, industrials). Medium-Term Focus: Earnings revisions, macro data, global capital flows.
• Fixed Income (Bonds): If the narrative implies stronger U.S. economic growth and potential for increased fiscal spending (e.g., via healthcare reallocations or other policy initiatives enabled by filibuster removal), this could lead to higher inflation expectations and potentially higher Treasury yields (US 10Y, 2Y). However, if political instability regarding the 'Nuclear Option' increases, there might be temporary flight-to-safety bids for Treasuries. Short-Term Watchlist: UST 10Y yield levels, policy rhetoric on fiscal spending, credit spread movements. Medium-Term Focus: Fed policy expectations, fiscal concerns, debt ceiling discussions.
• Volatility / Derivatives: The aggressive political rhetoric, especially the call for the 'Nuclear Option' to overcome described Democratic obstruction, introduces significant policy uncertainty and the potential for rapid legislative shifts. This could lead to a spike in the VIX as markets price in higher political and policy risk. Options positioning could amplify moves as participants react to the prospect of major legislative changes. Short-Term Watchlist: VIX levels vs VIX futures term structure, 0DTE flow, SKEW index. Medium-Term Focus: Volatility regime shifts, macro policy uncertainty, systemic tail risk.
• Crypto / Digital Assets: Bitcoin (BTC) might behave as a risk-on asset if the overall market sentiment derived from 'Great Trade Deals' and economic strength is positive. However, if the political rhetoric and potential policy shifts (e.g., healthcare funding reallocations, judicial changes) create broader market uncertainty or regulatory concerns for digital assets, BTC could also see increased volatility. Correlations to tech stocks and broader liquidity cycles would remain key. Short-Term Watchlist: BTC/USD price action, Coinbase order book activity, funding rates, ETH correlation. Medium-Term Focus: Regulatory news on digital assets, stablecoin flows, macro liquidity backdrop.
• Cross-Asset Correlations and Systemic Risk: The extreme political rhetoric and the call for the 'Nuclear Option' could, if perceived as leading to political gridlock or instability, cause breakdowns in normal correlations (e.g., equities and bonds selling off together due to uncertainty). Conversely, if the filibuster is removed and a clear policy agenda is implemented, it could lead to new correlations based on the specific policies enacted. Short-Term Watchlist: MOVE index, junk bond ETFs (HYG), gold/USD co-movement. Medium-Term Focus: Central bank intervention, market plumbing stress related to policy shifts.
• Retail Sentiment / Market Psychology: The post's direct and strong language, including the characterization of Democrats as 'Crazed Lunatics' and the call for a 'TRUMP CARD' via the 'Nuclear Option,' is designed to mobilize a political base and could significantly influence retail sentiment. Claims of economic success ('money pouring in') and renewed respect could foster strong confidence among certain retail investors. Calls for specific policy actions might spark interest in related sectors or themes. Short-Term Watchlist: Social media trends (e.g., Twitter/X, Reddit, TikTok), mentions of specific companies or sectors, retail trading volume. Medium-Term Focus: Influence of social media on market structure, potential for coordinated retail pushes around political themes.