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“He is probably trying to get the dollar closer to where it was 20 years ago, and get that dollar lower so that you then get the full and full impact of the investment.”
@The Real Eisman Playbook · Steve Eisman
Trump is actively driving the US dollar down to a 20-year low to supercharge his domestic investment incentives, making the dollar index a clear short.
UUPSHORT@ $28.66
$27.54+3.90%
since call Jul 6
peak +3.9%
“I wouldn't be surprised if the bank regulators are pushing for more mergers because it doesn't make sense to have thousands and thousands and thousands of community banks and they're probably encourag”
@The Real Eisman Playbook · Steve Eisman
Regulators are actively forcing thousands of community banks to merge before the 2028 election, driving 181 deals this year, so buy the regional bank basket.
KBELONG@ $70.31
$68.88-2.04%
since call Jul 6
peak +3.8%
“I think the Democrats are going to make a big case for restricting AI and data centers in this campaign. And the stocks aren't reflected on it... The AI stocks are not moving. And then it's going to j”
@The Real Eisman Playbook · Steve Eisman
AI stocks are vulnerable to a sudden summer drawdown as markets completely ignore the looming Democratic campaign to restrict data centers.
QQQSHORT@ $712.24
$674.64+5.28%
since call Jul 6
peak +6.7%
“what we've learned from the Iran war and from the Ukraine war. And that is that the technology and this defense tech is the big winner. And and so you've seen this dramatic rise of large-cap defense s”
@The Real Eisman Playbook · Steve Eisman
Large-cap defense stocks face structural underperformance as the lessons of Ukraine and Iran shift warfare models toward agile defense tech.
ITASHORT@ $242.12
$244.01-0.78%
since call Jul 6
peak +6.5%
TIMESTAMPS
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