Elon’s Next Move

Elon Musk circles MSNBC; a hedge fund manager takes over at Treasury; Biden and the neocons thumb their noses at voters; Bitcoin surges and more…

Our latest video content from @76research

Will Elon Buy MSNBC?

In response to post-election news that Comcast (CMCSA) intends to spin-off several cable channels, including MSNBC and CNBC, Elon Musk expressed interest in acquiring the assets. Musk appropriately announced his interest on X, which he was motivated to acquire in order to correct the ideological bias of the platform. We explore why he might buy these assets, how he can force Comcast’s hand, and what he might actually do with them.

“Funniest Idea Ever”

Trump Picks Bessent

There were a number of strong contenders, but hedge fund manager Scott Bessent was ultimately Trump’s choice to serve as Secretary of Treasury. Markets reacted positively to the announcement. Bessent is a global macro expert who brings unparalleled investment experience to the role.  

Scott Bessent

Economic Comeback

Trish and Rob review their recently published Guide to Investing in the New Trump Economy: How to Play the MAGA Sweep. With Republicans controlling both chambers of Congress as well as the White House, there will be movement on many fronts. We anticipate broad-based growth in the years ahead, with especially strong policy support in a number of different sectors.

Investing in the MAGA Economy

Neocon Nuclear Brinkmanship

Trump campaigned on a diplomatic solution to the war in Ukraine and received overwhelming support. This did not deter the Biden administration, guided by its neoconservative foreign policy team, from greenlighting an attack on Russian territory using advanced long-range missiles provided by the American military. Russia responded by modifying its nuclear doctrine and showcasing its own hypersonic Oreshnik missile system on Ukrainian targets. Trish and Rob discuss market reaction and review their their recent 76report analysis of the situation.

Escalation in Ukraine

A Pro-Crypto White House

Perhaps the most significant financial market impact of Trump’s election and the MAGA red wave has been the move in Bitcoin and other cryptocurrencies. Bitcoin has risen nearly 50% from pre-election levels and has traded close to $100,000 per coin. Trish and Rob discuss why the election was so positive for the crypto industry and explore why many influential figures within the new administration, including Trump, believe Bitcoin and crypto adoption will benefit the U.S. financial system and economy.

MAGA Support for Digital Assets

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