2024. 7. 20. 20:01ㆍU.S. Economic Stock Market Outlook
<Trump's appointment as vice president of JD Barnes would be the biggest mistake!!>
Now, almost everyone is taking Trump's election for granted. With Biden's failed debate and Trump shooting, Trump's election is a fait accompli. Of course, the stock market moved in the same way.
It seems that Trump is also drunk on the victory. Even when he was far ahead in the polls late last year, he instructed his campaign not to let go of the tension, as if it were neck-and-neck, and acted as if he cared about the moderate public opinion. Then, he chose JD Barnes, who is more Trumpian than Trump, as his vice presidential candidate, to see if he thought his chances of winning the election had increased significantly due to a series of recent events.
Of course, JD Barnes has the potential to grow into a big politician in many ways, and this vice presidential nomination has made him a big politician, regardless of whether Trump is elected or not. However, is JD Barnes the candidate to make up for Trump's weaknesses?
In American presidential elections, the vice president is usually called the An-Mul-An-Gung. It is widely believed that it does not matter much. All of them are selected based on the president, and the vice president does not change the support for the president. However, in the increasingly polarized political environment, especially presidential candidates like Trump, there was a need for a middle-expanding vice presidential candidate. Of course, Trump and the Trump campaign must have known this. However, a recent series of events has kept them off their guard.
Just in time, signs of change are beginning to show in the Democratic Party. News has emerged that Biden may step down. Biden's biggest weakness is dementia. (The difference between the two is only three years old, simply based on their age.) Harris is widely expected to be the next presidential candidate. Of course, Harris is not popular, but the Democratic supporters deserve to rally just if a non-Biden candidate is confirmed. It doesn't matter who it is, not Harris.
Even when Trump pointed out the recent Taiwan defense fund issue, semiconductor stocks faltered, an issue that reminded moderate voters of Trump's risk. Even this is a mistake Trump made because he was careless. In fact, Trump at the end of last year and the beginning of the year seemed quite seasoned.
And shortly after writing, Trump made a negative comment about electric cars in his speech. (So I'm fixing it now. LOL) According to an analysis in a Politico column released in April, negative electric cars are disadvantageous in the election. Tesla is the best brand in the U.S., and it was the IRA subsidy that made it a bargain. If you give them a subsidy, they fly the presidential ticket. They protest what they don't let you do, but no one likes taking what you gave them away. Trump also doesn't know, but it's a mistake he's sure he will win. If Trump wants to win, he needs to hide JD Barnes and highlight Musk. At the same time, he needs to acknowledge that the existing IRA is beneficial to the U.S.
Harris, of course, is not a competitive candidate either, so if Democrats are going to win, they need some conditions.
First, Harris declares that she will do it for the next four years. This is as if I was forced to step up because this is a crisis, and the goal is to finish Biden's remaining four years well. Then, in the next four years, Michelle or anyone else can challenge each other and make a good candidate.
We need to nominate a young vice presidential candidate against JD Barnes. AOC or John Ossoff comes to mind. But I think John Ossoff is more scalable than AOC. Or maybe there's a better young politician I don't know. John Ossoff also has a limitation of being Jewish.
(But with Trump in this state, I also think Democrats will win even if they don't do this. Of course, there are still many variables left.)
And, unfortunately, shale gas export restrictions must be lifted. Of the six states currently in contention, Michigan and Wisconsin are slightly ahead of the Democratic Party, Nevada, Arizona, and Georgia, Republicans are well ahead of Pennsylvania. It is Pennsylvania that was shot. Pennsylvania has the Democratic advantage in Philadelphia and Pittsburgh. In other regions, the Republican Party is dominant, especially since Pennsylvania is the second-largest shale state after Texas, so natural gas is very important. Especially because Europe is geographically close to it, if the United States exports gas to Europe, Pennsylvania will benefit. So the Democratic Party of Pennsylvania suggested that we keep solving this problem. When the votes are calculated, if the Democrats win Michigan, Wisconsin, and Pennsylvania and eat three contention states, they will win. Pennsylvania's electorate is the largest of the contention states. In other words, if gas exports are lifted, Democrats can win the presidential election.
The White House has yet to make this decision because of the party's climate politics. Natural gas imports are expected to gradually decrease in Europe alone, despite the fact that the demand for electricity is high right now. This energy will eventually die out anyway. At the same time, supporting blue hydrogen, which makes hydrogen from natural gas, can induce gas to decarbonize. Of course, even if green hydrogen or white hydrogen is a better alternative, supporting blue hydrogen is very necessary politically. It is in the same vein that the European Union recognizes e-fuels this time. e-fuels are never a match for electric vehicles. However, politically, they are necessary. The same is true of blue hydrogen.
Although Trump is winning in most opinion polls recently, he should remember the adage that polls show only how many supporters are gathered and who is winning. Trump's supporters are excited right now. Even to third parties, Trump seems to have already become Trump, not to mention his supporters. Polls show a fairly low response rate. If you respond positively, it will come out high. The actual public opinion will be different. Trump's risk is still significant. Trump should continue to send a message targeting the middle in order to win the election, but he has started to be careless these days. Unlike polls, even places such as 538.com have a 53:46 margin on Biden
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