If This Democrat is Elected, One Sector is Doomed

Don’t look now, but Democrats are starting to panic. They’re gearing up to back a new candidate — not Joe Biden. And if they succeed, one sector will pay the price. For a transcript of this video, see below. This transcript has been lightly edited for length and clarity. If This Democrat is Elected, One […] You’re receiving this email as part of your subscription to Andrew Zatlin’s Moneyball Daily [Unsubscribe]( [Moneyball Daily] If This Democrat is Elected, One Sector is Doomed February 16, 2024 Don’t look now, but Democrats are starting to panic. They’re gearing up to back a new candidate — not Joe Biden. And if they succeed, one sector will pay the price. [CLICK HERE TO LAUNCH VIDEO OR READ THE FULL TRANSCRIPT BELOW »»]( For a transcript of this video, see below. This transcript has been lightly edited for length and clarity. If This Democrat is Elected, One Sector is Doomed Recent history shows us that when it comes to elections, Democrats rely on a particular strategy: Rather than let their voters decide on a candidate, party leaders decide who should run. Then they back that candidate with funding, support, and media coverage. We saw it in 2016, and again in 2020. Now, Democrats are running the same play again… And this time, their chosen candidate could turn one massive industry on its head. Biden’s Not Fit to Run All due respect, but Joe Biden isn’t a good candidate for re-election. His approval ratings are below 30%. And his cognitive skills — or lack thereof — are declining rapidly. That’s a major concern for the leader of the free world. Keep in mind that Biden was only supposed to be a placeholder president. He received a lot of votes simply because people didn’t want to see Donald Trump get re-elected. They weren’t in love with Biden. Democratic leaders have always understood this. And as the election draws closer, they’re taking action… Time for Plan B In public, the Democrats may be supporting Biden, downplaying his issues and endorsing him for another term. But behind the scenes, they’re moving onto Plan B… In other words, they’re ready and eager to endorse a different candidate. As I mentioned, this isn’t a new strategy. In 2016, Bernie Sanders was taking America by storm, winning caucus after caucus. But the Democrats wanted Hillary Clinton to square off against Donald Trump. So they backed her. Four years later, the same thing happened. Clinton had some early momentum, but the Democrats didn’t want her to run again. So they pushed Biden into the winner’s circle. Now we’re staring down the barrel of the 2024 election. And the Democrats don’t want Biden to run again. So instead, they’ll support this man… California’s Golden Boy This is California Governor Gavin Newsom. And at first blush, he makes a great candidate. He grew up poor and rose up the political ranks, serving as Mayor of San Francisco, Lieutenant Governor of California, and now Governor of the Golden State. He’s related to former Speaker of the House Nancy Pelosi, he’s good-looking, and he’s well-spoken. Recently, I noticed the Democratic Party creating fundraising videos that feature Newsom. And given what’s happening in a particular West Coast city, this growing support makes sense. Let me explain… Oakland’s in Trouble Oakland, California is an interesting place. On the one hand, it’s located in the Bay Area, one of the wealthiest regions in the U.S., and one known for being a hot spot for technology and finance jobs. On the other hand, Oakland itself is broken. It’s a failing city. A few weeks ago, restaurant-chain Denny’s announced it will close its only location in Oakland due to concerns about crime. It seems the city’s “woke” policies have driven up crime, which is driving away businesses, residents, and even professional sports teams in the process. But here’s what’s interesting… Newsom is Cracking Down Newsom is preparing to dispatch more than 100 new police officers to Oakland. To some, this may be seen as simply a state partnering with a local government to fix a problem. But underneath the surface, it’s clear Newsom is taking over Oakland and cleaning it up (or at least trying to). The timing of this cleanup isn’t a coincidence, either. Voters are fed up with local politicians — they’ve already removed Board of Education representatives and recalled a district attorney — and the Democrats have noticed. They don’t want those voters staying home in November or, worse, voting for Trump. Newsom’s heroism might appeal to them and send similar-minded Democrats rushing to the polls. So, what would a Newsom presidency mean for investors like us? Avoid This Sector First things first: the energy sector would get turned upside down. You see, Newsom would be the kiss of death for nuclear power and for new oil drilling. These sectors have delivered serious profits to investors in recent years, but under Newsom’s leadership, I’d expect a significant dip. Over the next few months, we’ll see Newsom emerge as the Democrats’ choice. And that’s when we can start to position ourselves for potential profit opportunities. We’re in it to win it. Zatlin out. In it to win it, [Andrew Zatlin] Andrew Zatlin Moneyball Economics Copyright 2024 © Moneyball Economics, All rights reserved. You signed up on []( Our mailing address is: Moneyball Economics 1125 N. Charles Street Baltimore, Maryland 21201 [Update Subscription Preferences]( | [Unsubscribe from this list]( | [Terms & Privacy]( RISK NOTICE: All investing comes with risk. That includes the investments teased in this letter. You should never invest more than you can afford to lose. 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