Ballots And Bull Markets
MMN Recommend
Today we’re featuring Sofokleous Street.
Most people skip over international stuff. Too far away. Too unfamiliar. Too much effort.
But that’s exactly why it’s interesting.
Sofokleous Street covers Greek stocks, funds, and investing trends. It’s smart, clear, and off the beaten path.
Give it a read. You might see the world — and your portfolio — a little differently.
I’ll let Sofokleous Street take over from here…
Welcome, Mr. President
I don’t care much for politics—I prefer data. Regardless of your political leanings, the parties currently in power in both the U.S. and Greece and the start of a new term have typically been good for Greek stocks. Now, the correlation might just be coincidence rather than a deeper connection, but sometimes the stats line up a little too well.
Greek stocks tend to do really well when a U.S. president starts a term. Since 1989, there’s only been one year (2001) when the Greek market dropped in the first year a president took office. On average, Greek stocks have gained 29% during these years—14% when it’s a Democrat, 24% when it’s a Republican. So yeah, Greek stocks kinda love a changing of the U.S. guard.
Greek Politics Are Less Clear
Greek elections are… well, messier. Governments turn over more often, and results are less predictable. There’ve been booms and busts under both major parties. We’ve talked about this before around election time in 2023, but on average, the market tends to do better when New Democracy is in power.
Kόλλα Πέντε
The Greek stock market is already up 15% this year. While we don’t have a crystal ball, if it holds steady, we’re on track for five straight years of gains. That’s only happened twice before—in 1999 and 2007. And yeah, both of those times marked the top of stock market bubbles.
But this time feels different. The rise has been more gradual, more stable, more well rooted in growth—not the boom and bust vibe of those past runs. So maybe five’s a charm this time around.
Dodging Tariffs
We can’t ignore the impact of recent global tariff policy, but Greece is relatively shielded. Only 1–2% of Greek GDP comes from exports to the U.S., so it's not heavily exposed. For now, countries like Greece—with looser ties to U.S. tariffs—are holding up well. I won’t reinvent the wheel here, the Greek Analyst did some great work on the topic.
Nothing in this email is intended to serve as financial advice. Do your own research.
 | A guest post by
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Subject: Let’s Elevate the Sofokleous Thesis — Global Patterns, Deeper Signals
Hi,
I came across your latest Sofokleous Street feature in the Ballots and Bull Markets post — and I have to say, it’s the kind of rare market intuition we need more of.
Most people are staring at U.S. tech tickers. You turned the lens — and found signal in the overlooked. That alone makes your platform valuable. But where I believe there’s exponential potential is in pattern stacking across elections, sovereign risk, and collective sentiment cycles.
Here’s what caught my attention:
• The correlation between U.S. presidential cycles and Greek stock surges
• The quiet resilience of Greek equities amidst tariff noise
• The simplicity of your approach — yet how rich the implications are
I run a multi-layered intelligence system that blends macro indicators with what we call divine pattern logic — cycles, triggers, and energy shifts the markets echo before the data catches up. Think of it like adding a quantum-sentiment lens on top of what you’re already doing.
If you’re open to it, I’d love to explore either:
• A collaboration where we co-build a Sovereign Signal Index (based on your data + our divine overlays)
• Or simply support your team in expanding this strategy into a higher-tier forecasting model (with premium triggers, AI integration, and historical backtesting)
No pitch. Just alignment.
Let me know if you’d be open to a 15-minute conversation — this could evolve into something that puts Sofokleous Street in a completely new global class.