Shyon
10-07 16:46
For me, the 2026 midterms are worth watching, but I would not invest based purely on which party wins. What matters more is how policies around AI, semiconductors, tariffs, energy, healthcare, financial regulation and crypto could change. AI and semiconductor stocks are especially interesting as technology, trade and data-center infrastructure become increasingly connected.

I would not assume the election alone will determine market direction. With valuations elevated and Treasury yields high, I will pay closer attention to earnings, inflation and interest rates. Political headlines may create short-term volatility, but strong fundamentals should matter more over the longer term.

Personally, I will focus on companies I understand rather than predict every election headline. I would rather use meaningful pullbacks to reassess and selectively add than chase the market because of an election result. πŸ―πŸ“ˆ

@TigerClub @Tiger_comments @TigerStars @WallStreet_Tiger

Last Speech Before Blackout: What Will Warsh Say?
Fed Chair Warsh speaks in Bangkok on October 16 Beijing time, the last official comment before the FOMC blackout ahead of the October 27–28 meeting. Markets price about 80% odds of no move in October and similar odds of a December hike: QQQ closed Thursday -1.34% at $747.58, SPY -0.42% at $773.93. On October 7 the 10-year hit 5.366% and the 30-year 5.728%, both highest since 2002. Bulls say the hold is priced and a non-hawkish speech lifts an overhang; bears say term premium and fiscal imbalances drive the long end, and the Fed can't fix either. What do you want to hear from Warsh?
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