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>so shorting basically anything is probably a strong play. I'm positioning myself for massive fiscal stimulus (that was denied the Democratic president) and hi

• dragonwriter 10y ago
  Republicans are basically ideologically opposed to fiscal stimulus and all their signals are on massive cuts to non-defense, non-law-enforcement spending (with the main debates among Republicans being over how massive those cuts should be and where they are targeted), so good luck with that. The closest thing to fiscal stimulus we're likely to see is top-weighted tax cuts, which are ineffective stimulus at best, and what benefit can be derived from them has pretty well been looked over the last several decades. OTOH, top-weighted and particularly corporate tax cuts are likely to improve stock market returns in the short term, so, maybe not so bad a position to be in if you can time your exit right.