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Notes -
Does anyone think that the US elections are a little overhyped? I keep hearing people hypothesize 'maybe they're waiting for after the elections to release the new AI model' or 'oh shares are waiting for the election before there are any swings' and such things.
US elections are important. There are significant differences between the candidates. It does have consequences. But are they this universally impactful in the short-term? Is the whole world really holding its breath? I think the Israelis or the Russians have some interest in the election outcome but it's not a primary factor in their decision-making, whatever they're doing they're fundamentally going to keep doing.
I get the sense that the intense media coverage is making people make connections that aren't really there.
People who say such things are probably thinking back to similar events in the past, such as Pfizer and the FDA waiting to announce that they had developed a successful vaccine until the week after the 2020 election, when an earlier announcement would presumably have helped Trump. But I would guess that such occurrences are quite rare and that, as you said, people are making connections that aren’t really there.
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