Elpizo Choi
@elpizo
Y1Q1 check-in 👇 ⚔️ Continued rise of protectionism & nationalism >> ✅ Definitely Tariffs galore, US future in NATO uncertain, EU emphasizing self-sufficiency as response. Fastest growth rate in global military spend in a decade+.
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Elpizo Choi
@elpizo
🤷♀️ Deregulation on domestic tech & business >> ✅ (mostly*) 10-1 initiative in month 1, AI safety testing rules rolled back, environmental restrictions cut/relaxed, much needed clarity on crypto following borderline reckless $TRUMP drop *This has been balanced by much tighter export controls on high tech exports & expansion of Entity List
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Elpizo Choi
@elpizo
🫵 Rise of states rights on social issues >> ❌ Not really Trump is unilaterally waging war on DEI, abortion, trans rights, immigration. Progressive states/cities are forced or pressured to comply.
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Elpizo Choi
@elpizo
🌱 Growth of independent parties 🌶️🤔 Surprising Supreme Court appointees >> 👀 Too early to tell for both
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Elpizo Choi
@elpizo
🕰️🤞Rebirth of Democratic party >> 👀 too early to tell but signs are emerging Supply-side progressives getting louder (Ezra Klein + Derek Thompson on Abundance Agenda doing rounds) AOC + Bernie repping left wing CPC in rallies Adventurous moderates like Gavin Newsom testing water on conservative podcasts Midterms some ways away but gonna be fascinating to watch 🍿
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