Now You Can See Everything

For the last couple of years, investors have wondered how voters would respond to the unorthodoxies of the second Trump Presidency. Now that midterms are over, You Can See Everything: it’s a rout, with the NYT projecting 53 Democratic Senators (plus 2 Independents that caucus with them) and 257 Democratic House members. In this Eye on the Market, we walk through the midterm results and economic/political factors around it, the implicit midterm referendum on AI and the latest AI-related market developments. Also, a section on You Can See Everything, Theranos, Elizabeth Holmes, David Boies, Tim Draper and a history of corporate fraud. Fraud is poison for markets, and investors should be equally unforgiving of people who commit it, condone it, conceal it or protect it.

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