Jim Boswell Blog | Summing Up with Three Weeks to Go | TalkMarkets
Executive Director, Quanta Analytics
Contributor's Links: Globanomics
Author of Globanomics. Jim has nearly fifty years of professional experience in the development of management information and analytical business decision support systems. Broadly disciplined with exceptional experience. Education includes an MBA from the Wharton School-University of Pennsylvania, ...more

Summing Up with Three Weeks to Go

Date: Tuesday, October 15, 2024 2:45 PM EDT

Look.  Let's set the parameters right from the start.  

  1. Election Day is three weeks from today.
  2. Based upon the reports, right now the betting odds are 50:50 (that is, if you are stupid, which accounts for the "50" on the right side of the equation.
  3. The election is actually more like a 75:25 election.

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Jim, you have to be kidding me!  75:25?   You are out of your fucking mind!

(i just smile in response because i know that there is a "real possibility" of two "October Surprises" that each on its own part would shift the election from a 50:50 election to a 75:25 election).

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And with my silence, all i get back is silence until it breaks.  "Okay, smart guy, tell me what you know that i don't know.  Tell me why i should put my money on your expertise!

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(At first, i only smile back, like i might not explain myself any further).  But then i, too, break.

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Okay, here is what i know that you do not know regarding the current odds. 

I know that:

  1. Someone is going to get a picture that shows all the living ex-Presidents and ex-Vice-Presidents of the United States standing behind the candidates that are being put forward by the democratic party--Kamala Harris and Tim Walz. 
  2. That simple snapshot picture will be on the front page of every major newspaper in the country.
  3. That simple snapshot picture will be in the placards in front of all the polling booths in America
  4. That simple snapshot picture will make one candidate have to explain how is so much smarter than all those in the picture and why we should turn over the keys to the ship to Vladimir Putin.
    Now, just importantly:
  5. China is a paper tiger
  6. The Biden Administration has been carrying on talks with China for about the last two-years in an effort to do "something" more than just "talk".
  7. There will never be a better time to put the "Big Squeeze" on Xi Jinping because at stake could be as much as 3 to 4 percent of the "Peace Premium" that will be passed out after the election is over. (Something i believe i have talked about before.)
  8. BTW, in globanomics, it will always be doable to "strip investments" from one nation to another, but it will never be easy--thus implying, it's good to start out with as much market share of investments at the beginning.  (And if you don't know what i mean, then talk to a real financial expert).

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Remember this--Kamala Harris is going to win this election.  The only way it can turn out otherwise is if none (none) of my statements hold true.

That should get a chuckle or two from the grandstands.

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And i don't think i am going to have any more than the above to offer, so the next three-weeks fall on other peoples' shoulders.  I have faith.  When it comes down to it, if you believe in "exponential reality" you have to have faith.  And since i am the one who came up with "Exponential Reality", i guess that i had better stick with it.

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Comments

Alexis Renault 12 hours ago Member's comment

I'm very concerned Trump may win.

Trump In 2024 12 hours ago Member's comment

No question. Trump WILL win.