Why the Dow jumped 1,000 points after the midterms

Описание: Why the Dow jumped more than 1,000 points after the midterms: Trump can veto anything the new Democratic Congress passes, but Congress has three powers he can't veto.

Congress can refuse. Cutting what's left of the clean-energy tax credits now needs its vote, so clean energy rose on Nov 4: First Solar and Enphase. Medicaid works the same way, so hospitals and Medicaid insurers rose too: HCA, Molina and Centene.

Congress can hold hearings. Expect them on the Iran war and the AI buildout. The sectors facing them fell on Nov 4: defense, oil and some data centers.

Congress controls the money. That sets up a debt-ceiling fight, projected for the first half of 2027, when shutdown risk goes up.

The Fed, wars and company earnings still move stocks more than any vote.

Send this to the friend who thinks the election just changed everything.

Disclosure: I may hold positions in companies mentioned.

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⚠️ Not financial advice. I may hold positions in some names. This content is for educational and informational purposes only. These are research starting points, not buy recommendations. Always do your own due diligence before making any investment decisions. I am not a registered financial advisor.