Henrietta Treyz

I feel like I've said this ever since the November elections, but we saw swings of 15 to 30 points across Georgia and Wisconsin last night.

There's a 56% swing in the Latino vote outside of Milwaukee.

This is like 18-year high numbers.

So the Republicans are plainly seeing this.

They're seeing gas hit $4.16.

If my analysis is off, it's really that they didn't have until $5.

It's still $4.

I think that they will.

And I think that the president's wind down of the war before he needed to suggest that the backlash amongst Republicans and amongst American voters is too extreme, especially from independent voters, for it to perpetuate.

So, you know, accepting the ceasefire, I think it's the end of the window.

The number one question for investors right now is, will this hold?

This was the last best free reign that he had to wage the war, and he called it off.

So I think that's really telling us.

I mean, I think they've got to be hoping that the 800 tanker backlog is starting to clear up a little bit.

You know, it's a 21 mile street, but you can't push 800 tankers through a 21 mile street all that quickly.

So I think they're going to really be following gas prices most closely.

I would follow whether the Senate budget and House budget committees move forward with a reconciliation structure or whether they're like, look, we don't need to move in this dramatic fashion.

How serious those are, whether we get a war powers resolution passed in the House and Senate.

I think the president is going to be able to stave off passage in the Senate, but it's dicey.

I think they should be OK for right now.