The Weakness Continues; Futures are Sharply Lower

Because it’s May, coupled with the fact that corporate earnings are wretched and our beloved hedge fund community are selling like mad ahead of a fun filled summer of cocaine parties, stocks continue to exhibit signs of a top.

S&P futs are off by 13 and the Dow are down 100.

Everything you knew about the world is correct. Ted Cruz is a loser. China is shitting their collective beds at a Trump presidency. And, lastly, our economy isn’t prepared for a nationalist whose economic policy is to place American interests first. Dare I say, a policy such as that would jar stocks, as most of their profits are born overseas.

The best way to play a Trump win is to enact a Google search, looking for companies who complain of anti competitive practices in China. Moreover, you want to be long coal and other companies who’ve been damaged by the FDA.

Think domestic and eschew globalized plays immediately.