How It Works
- 1
Analyze political winds and election probabilities
- 2
Identify sectors most sensitive to policy change
- 3
Position BEFORE the legislation/election
- 4
Profit from the re-rating of the sector as policy becomes reality
Key Mechanics
Fiscal Multipliers
Regulatory Capture / Breakup
Tax Code Arbitrage
Geopolitical alignment
Regulatory Context
Lobbying rules. Prediction markets.