The optics suggest a 'sell America' trade re-emerged today...
Today's selloff could not have come at a worse time...
Gold at all-time highs: should I buy?
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"Show me the man, and I'll show you the crime..."
NFLX stock is plunging back to Liberation Day lows...
Trump’s policies have influenced everything from economic growth and stock market performance to gas prices and mortgage rates...
"When I speak to Greenlanders, I’m sure they are going to be thrilled."
"Low levels of stock market hedging are irrelevant in a world of positive surprises; but it matters greatly if surprises suddenly turn greatly"... Like right now.
She not only met with Epstein dozens of times and exchanged friendly emails for years, she was listed as an executor of Epstein's will...
Investigative journalist slams radical left villains for fueling delusions that lead to deadly confrontations with ICE agents...
"Trumpism is causing some volatility, and it is hitting markets at a point where there is an orange flag on the risk of an Equity drawdown (think of TPM 4w change, EM Risk Appetite, Bull/Bear etc.)."
"I'm not kidding to almost $6000 behind they can't cut the electric off till the end of February."

Market signals are already reflecting this shift...
President Sheinbaum seeks to calm the public after Trump warnings...
Macro funds’ sensitivity to Treasuries has risen in recent weeks, leaving yields exposed to more upside should funds close or reverse their positions...







































