by Shelt Garner
@sheltgarner
I don’t know anything about stocks, but I would vaguely suggest you long any stock of a company that might benefit from a huge exodus of Americans starting at some point in the near future. Say, by the end of the decade.
I say this because if you assume, like I do, that the United States is going to soon face the existential choice of civil war or autocracy, there are going to be winners and losers, no matter which one we ultimately decide to do.
Off the top of my head, it seems like Canada, Australia and New Zealand would have the most to gain if 30 million Americans bounced from the country all of a sudden. If it’s a liberal exodus, then the economies of Canada and Australia would likely benefit the most. Perth — which, as I understand it, is a very colorful and creative place, even if it’s in the middle of nowhere — could become a new Hollywood. (Or something.)
Meanwhile, if it’s the MAGA New Right that up and leaves, maybe Great Britain (or whatever is left of it by that point) would benefit?
Anyway, I guess what I’m saying is we’re all seriously, existentially fucked a lot sooner than you might realize. The 2020s are shaping up to suck.
