• It's Here!

    Etf Pro

    Get the big financial market moves right, bullish or bearish with Hedgeye’s ETF Pro.

  • It's Here


    Identify global risks and opportunities with essential macro intel using Hedgeye’s Market Edges.

Takeaway: What to watch on the election 2016 campaign trail.

Below is a brief excerpt from Potomac Research Group Chief Political Strategist JT Taylor's Morning Bullets sent to institutional clients each morning.


JT Taylor: Can Anyone Beat Donald Trump... & Marco Rubio's Last Stand - trump pic

Exit polls from this week's primaries yielded some insight into what's making Donald Trump's supporters tick -- and how their motivations are changing. Across the Super Tuesday states, 71 percent of Republican voters are "very worried" about the economy -- and among those voters, more broke for Trump than any other candidate.

Remember -- the issue that originally gave him traction was national security and the border. Additionally, independents showed up in large numbers and they mostly broke for Trump. He's bringing in new supporters into the process, but at the cost of losing support from traditional Republicans.


JT Taylor: Can Anyone Beat Donald Trump... & Marco Rubio's Last Stand - cruz kasich rubio

Trump has outperformed expectations everywhere except the caucus states. Much of his support comes from new voters who are less likely to participate in caucuses. It's important to keep in mind that KS, KY, ME, and HI are caucus states holding their contests on March 5th and 8th -- making up half of the number of states voting between now and March 15th.  

If Trump continues underperforming, it will allow Marco Rubio, Ted Cruz and John Kasich a shot at denying him some of the 128 delegates. 


There's less than two weeks until the Republican field has a date with destiny in the Sunshine State. Florida and its 99 winner-take-all delegates will determine the fate of Rubio's campaign. His campaign is already on the brink, a loss in his home state would put him away for good. Despite their protestations otherwise.

Floridians hold the power to end Rubio's campaign and propel Trump to the nomination -- but will they be moved by the tens of millions of dollars that will be spent on anti-Trump ads (the establishment to the rescue!) between now and March 15.