US Midterm Elections: The Blue Tsunami Is Here 🌊

When you say there's "a show to watch," which part do you mean specifically—the back-and-forth in Congress or the developments at the state level? I'd like to hear where you see the risk points.

I'm skeptical of the "tsunami" narrative—polls, district lines, and turnout could all make the outcome far less dramatic. Rather than guessing at results, it's better to first look at registration data and early voting in a few key states, and adjust expectations once there's hard evidence.

Is this based on a forecast from a particular institution, or is it your own judgment? I'd like to confirm the basis for it.

If you're really looking to find opportunities in policy expectations, it's best to first clarify your time horizon and how much volatility you can stomach before drilling into specific sectors; simply betting on election outcomes makes it easy to get caught off guard by subsequent news.