2026-01-14 21:01:25

Fundstrat's Tom Lee flags a critical market dynamic worth watching: the White House increasingly influences which sectors and stocks succeed or fail. As government policies shift—whether through tariffs, deregulation, or stimulus measures—market participants should pay attention to how policy picks translate into real capital flows. This macro lens matters especially for those tracking correlations between political decisions and asset performance across stocks and digital assets. The interplay between policy direction and market winners has become harder to ignore.

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RuntimeError

· 1h ago

Is the White House directly manipulating capital flows? Now they’re not even pretending to be neutral, this is real.

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RektRecorder

· 01-14 21:30

Policy is price... This phrase sounds more and more agreeable now.

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ReverseTradingGuru

· 01-14 21:29

With a single order from the White House, does capital follow suit? I don't believe this logic... Policies definitely influence the market, but blaming all rises and falls on politics is just naive.

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CompoundPersonality

· 01-14 21:24

The White House is controlling the market. How much independence is left? Following the trend with policies is the new alpha.

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GamefiEscapeArtist

· 01-14 21:16

Basically, it's a policy-driven market. When the White House moves, the market has to follow the dance...

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DiamondHands

· 01-14 21:10

The White House operators are becoming more and more obvious. As soon as a policy is announced, it's immediately clear who benefits and who loses. The key is that these people don't tell us retail investors in advance at all; we can only complain afterward.

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LightningHarvester

· 01-14 21:10

The White House is harvesting profits, retail investors are footing the bill... Tom Lee's words are too straightforward. Once policies shift, funds follow suit, and we small retail investors simply can't keep up with the rhythm.

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