Iowa 好像college educated 的人数高于全国平均，所以可以期待

Jim Cramer says Monday’s market action suggests some traders anticipate a Harris win

CNBC’s Jim Cramer reviewed Monday’s market action, saying the session’s moves reflect investors who feel Vice President Kamala Harris could win the presidency, even as the race remains deadlocked in the polls on the eve of Election Day.

“I’m not sure the market’s right about what a Harris presidency would mean for business, but at least now we have a blueprint for what Wall Street thinks it’ll mean,” he said.

Traders, Cramer said, are looking to get ahead of election results, and they’re looking for signs that someone knows something that others don’t. He suggested that some on Wall Street foresee a Harris victory because of a surprising new poll released this weekend that showed Harris ahead in Iowa, a traditionally red state that seemed like a shoo-in for former President Donald Trump, who won the state during the past two elections. The poll showed Harris leading Trump 47% to 44%, and Cramer said it has led investors to question whether other red states could turn blue.

He pointed to several sectors that pulled ahead on Monday, including home builders DR Horton, Lennar and Toll Brothers, which may have been sent higher as investors anticipated the effects of Harris’ proposed tax breaks and aid for first-time home buyers. Companies that rely heavily on imports — like alcohol seller Constellation Brands or cosmetics company E.l.f. Beauty — may have rallied at the prospect of a Harris administration because of the vice president’s more moderate trade stance compared to her opponent, who has vowed to implement dramatic trade duties across industries, Cramer said.

Meanwhile, hyperscaler stocks like Amazon and Alphabet traded lower, he added. Cramer said Wall Street could suspect that Harris will continue the Biden administration’s legacy of strong antitrust law enforcement, perhaps keeping on officials like Federal Trade Commission Chair Lina Khan, who has been tough on big business.

当然有人会 argue DJT 也涨了，这个倒不奇怪，此股目前极度投机状态；

今天股市其实主要展现了 “Harris trade”: 太阳能，homebuilder 等上涨，美元下跌

我有问题，我咋记得四年前当天晚上就基本上Biden 领先了啊。。为啥是等到第二天的，难道是我记忆出错了？

是说他们州还是全国？

PA应该会数到很晚，明天要投票的人太多了。MI 主要是macomb county可能会很晚，有个十几万的city拒绝提前开始处理选票，一定要明天才开始处理。