Every presidential election before this one has resulted in 12-18 months (ish) of market uptrend (as politicians spend all the money they promised to spend and inflate the markets), followed by a big market correction or recession 12-18 months into their term.
But this time, it seems like we might have a reverse of that trend, start out with a recession, and get a market boom later once rates go down and stimulus measures go into effect.
VTI is currently down 17% from the ATH. Falling a full 27% would put it back at the prior high when the money printers stopped in Nov 2021, which would be a poetic time to boot up the printers again and reverse course (around October).
This inverts my previous prediction that the recession would start around Oct, completely swapping the boom and the bust.
What do you think?