The tweet was deleted by the author.
But we saved everything 🙂.
Josh Young, an investor and commentator, is considering the complexities of investing in high geopolitical risk locations like California. His strategy involves aligning with the local ruling party to mitigate risks.
Young indicates he has limited exposure to the California market. However, he expresses particular interest in a specific investment opportunity, which he reluctantly shared among his followers. His approach demonstrates a careful weighing of political dynamics when evaluating investment prospects.
Young’s attention to the interplay between political forces and investment strategy is reminiscent of his broader analyses of policy-driven market shifts, notably his observations on how Abenomics 2.0 could accelerate yen devaluation and reshape commodity pricing. Equally, his skepticism regarding official statistics, seen in his critique of the reliability of EIA gasoline demand data, underscores a consistent caution in evaluating not just market sentiment but the underlying data landscapes that steer investment decisions.