> It is the first time a 34-times convicted felon caused his party to go down to massive defeat.

I'll take the orange-haired guy over an entire party that's defrauded US taxpayers for billions, if not a trillion dollars, selling us out to foreign interests. California alone has 24 billion dollars unaccounted for with homeless programs, and high-speed rail is costing taxpayers $2 million dollar *per day* even when nothing's being built.

Anyway, it's the so-called October effect. Between late September and early November, the market looks for an excuse to sell. Midterm elections? AI overspending? We had the spring correction back in April 2025 because of the Trump tariffs. Follow the seasonality vs. the headlines, and you'll notice that, while seasonality is predictable, the causes are all over the place. Stick to the charts -- and mechanical investing.

BTW, Tom Nash has an interesting DCA method, except you invest 2x in a stock when it's down 20% relative to the last year, and 1/2 when it's up 20% over the last 30 days. MI invests monthly, so you can integrate some sort of DCA into it. ROE_Cash consistently overlaps 3/6 of his picks, this time MSFT NVDA GOOG.

The market *does* like the predictability of gridlock, because capital investments often take years to recoup. And those fund managers have to clean up their portfolios by the end of the year to impress the natives and/or tax reasons.

Also, BTW, Ken Fisher has a "What We're Reading" column that responds to a news or investment article they've found. Nice blunt reading. Interesting *bipartisan* comments about tariffs.
fisherinvestments.com - Market commentary