Subject: Re: Should I change how I invest? Confused in the U
I re-read Professor Snyder’s article this am to try to start to get a handle on things. I’m a bit stunned by the election results, and now I’m wondering if I need to change my views on how to invest in our new situation here in the US.

Have any here lived under a “strongman” type of regime, and if so, how do you navigate such a thing with investments?

I see the market is up pre-market. Guess it’s happy about lower taxes, but long term how is this a good thing for US based investing? How will having Elon able to pull the levers of government in his favor a good thing, if you aren’t invested in his companies?


The world is changing ... and fast. The economy will evolve much faster under Trump/Musk.


I'd say legacy media is toast. Legacy finance is toast. Legacy labor is toast. Legacy defense is toast. Legacy transportation is toast. Legacy communications will face challenges. Knowledge based businesses will face challenges. Retail will continue its slide.

Buying a business for 10X earnings sounds like a good deal unless ten years from now they'll be in serious decline. A large segment of the economy falls into that category. Cigar butt investing is not what I'd be doing.