TRUMP +6

The LA Times tracking poll is viewed as the most accurate, mainly because it has been consistent and without fuckery. Some argue that it’s skewed in favor of Trump. I’d argue it meshes nicely with crowd attendance at the rallies of the prospective Presidential candidates.

Either way, Trump has broken out to the upside and markets revile it.

All of the typical risk off assets are buoyed, such as gold, yen and bonds. On the other hand, Deutsche Bank (not Lehman), WTI and copper are lower. Wall Street is scared shit of change and Trump is promising a titanic shift in policy.

On other small addendum, the Mexican peso is off by another 0.76% v the dollar.

King Coal will rule again.

According to the Washington Examiner, yesterday at a rally Pence said, “on day one of a Trump-Pence administration, the war on coal comes to an end.”

“Trump digs coal.”

Based on this news, coal stocks shot through the roof today, in an otherwise acrimonious session.

WLB +17%
CNX +9%
CLD +7%
NRP +4.6%

And the coal ETF, KOL, was up a little more than 2%.

A few themes have been made abundantly clear here. Get long banks on a Clinton win, and short healthcare. On a Trump win, short the shit out of the Mexican peso and get long coal.

In addition to the miners, one has to consider getting long the rails too, as they’re the number one transporters of coal.

Clinton, of course, said she was ‘gonna put a lot of coal miners and coal companies out of business.’

James Kallstrom is a relic from another era. A period in the story of Americana when FBI agents were called ‘G-men’ and men urinated in male only bathrooms. In what could only be described as a full, headlong, assault on Hillary Clinton by the FBI — Kallstrom bombasts into the Clinton schemes and explains why he’s voting Trump, in spite of not having much regard for any politician.

Last night the FBI did something truly unprecedented. They released their files on the Clinton investigation to the public. In other words, they are saying ‘we can’t prosecute her because the DOJ is corrupt, but you, the people, judge for yourselves.’ In the treasure trove of information is one very insightful detail.

HER FUCKING PRIVATE EMAIL SERVER WAS HACKED!

“FBI investigation to date was unable to identify the actor(s) responsible for this login or how (redacted) login credentials were compromised.”

In other words, all of the confidential documents that were emailed to and fro on that server, for the state, were accessed by a foreign party. This is a dereliction of duty of the highest order. The FBI is begging for you to deduce this for yourselves. Lucky for you morons, I’ve done it for you.