Ty Cobb — Former Special Counsel to President Trump (2 trade ideas)

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Date Ticker Direction Thesis Source
Feb 12, 2026
GEO /CXW
LONG Cobb states that "detention facilities... are being built at the cost of billions around the country." While Cobb uses this point to criticize the administration's authoritarian tendencies, the financial reality is a confirmed, multi-billion dollar government spending cycle on detention infrastructure. Private prison operators and detention service providers are the direct recipients of these federal contracts. LONG. The explicit mention of "billions" in construction confirms a revenue super-cycle for this specific niche. Political reversal on immigration policy or legal challenges to private contractor usage. Bloomberg Markets
Pam Bondi Doesn't Care About Epstein Victims:...
Feb 12, 2026
US EQUITIES /S&P 500
WATCH Cobb describes the current environment as "open warfare against our institutions" and claims the administration has "eviscerated the rule of law." Institutional stability and the rule of law are foundational premiums for US equity markets. If the Department of Justice and Commerce Department are perceived as compromised or unstable (as Cobb implies regarding Bondi and Lutnick), it introduces a "political risk" discount to US assets that is not currently priced in. WATCH. Monitor for volatility if high-level resignations (like Lutnick) occur or if institutional erosion leads to credit rating downgrades. Markets may ignore political rhetoric if corporate earnings remain strong. Bloomberg Markets
Pam Bondi Doesn't Care About Epstein Victims:...