Wild take: Trump's 2nd term GOP is actually run by blue state Republicans, not red state ones.
This is the first blue-state-dominated GOP since Ford or maybe even Eisenhower. The vibe, the policies, the inner circle—it's all different now.
Blue state Rs operate in hostile territory. They're more pragmatic, less ideological, more transactional. Red state Rs? They run on culture war and base energy.
This shift matters for markets. Blue state GOP = more Wall Street friendly, less populist chaos, potentially more stable macro environment.
Watch how this plays out in:
• Crypto regulation (blue state Rs may push for clearer frameworks)
• Tech policy (less anti-Big Tech rhetoric)
• Trade deals (more pragmatic, less isolationist)
If you're positioning for 2025, this isn't your grandpa's GOP. It's a different machine entirely.
This is the first blue-state-dominated GOP since Ford or maybe even Eisenhower. The vibe, the policies, the inner circle—it's all different now.
Blue state Rs operate in hostile territory. They're more pragmatic, less ideological, more transactional. Red state Rs? They run on culture war and base energy.
This shift matters for markets. Blue state GOP = more Wall Street friendly, less populist chaos, potentially more stable macro environment.
Watch how this plays out in:
• Crypto regulation (blue state Rs may push for clearer frameworks)
• Tech policy (less anti-Big Tech rhetoric)
• Trade deals (more pragmatic, less isolationist)
If you're positioning for 2025, this isn't your grandpa's GOP. It's a different machine entirely.