IVYDivestment = Long $SPY 90% Win Rate
Our primary mantra is to identify double inversions.
One of the easiest double inversions to spot is social political strife, particularly as centralization accumulates, as measured by debt-to-GDP or the $1 trillion government interest rate.
Ideologically, we have become utopians, often pushing forward unintended consequences due to our non-absolutist stance on many issues.
This propensity reflects our societal fear of risk and downside narratives. Objective data shows that government is growing larger through increasing debt burdens on its citizens, narrowing the political Overton window and accelerating centralization.
The government quickly seizes tax revenues to fund our ideological, non-absolutist stances. For instance, injecting billions into Taiwan to help it defend against WTO-fueled China, all while maintaining a ‘One China’ policy.
Yet, why direct the billions to Taiwan instead of the ‘One China’ PBOC? Is it to protect multinationals’ semiconductor interests that have cost American jobs, which are now being insourced back to America?
Does this logic hold?
Similarly, billions are injected into Ukraine for defense against Russia - ex G8, even allowing for a prolonged war. Why prefer a ‘long war’ over a ‘short war’ if it doesn’t save lives?
Also, are American lives are deemed more valuable than hundreds of billions? If so why not enhance them by injecting billions domestically? Yet, the outflow indicates there is no efficient way to enhance domestic lives?
We’ve seen lives sacrificed for lesser causes, all while fueling a proxy Cold War that leads to global proxy conflicts, potentially pushing us towards WW3?
America takes an absolutist stance on the sovereignty of Israel.
Policies promoting DEI and SJW narratives are creating a demographic that protests against Israel, while the largely empathic, nationalist, naive English speakers of all races and creeds—who can distinguish between terrorism and order—are under attack.
Is this strategy aimed at swaying a majority to vote against Trump? Which just raise 1.x billion from his IPO.
Whatever the outcome - the Overton Window ultimately promotes centralization.