What’s clear to me is that something had to change. Trump Tariffs is but a negotiation play. He’s assembled an all star team, has said (mostly) the right things and he - lest we forget - loves drama & media attention.
Let the dust settle and reassess… (and stack sats in the meantime)…
Why you must have missed Trumps call at 10 am to “BUY”. All joking aside, tossing Trust in the US out the window for a short term deal seems rather short sighted. When Bear Stearn’s refused to help in the 1998 LTCM crisis, should one not have been surprised in 2008 when no one showed up to help them?
The difference between messing with bond holders and nations is quite different. The latter have armies. The former have a few lawyers and due process.
Damn!! “This pattern suggests the current plunge, while unnerving, may once again present a rare buying opportunity for investors willing to weather the storm.”
How in the world did u call the low at exactly the right time and tell us all to buy! You are a wizard!!! I gotta read your stuff as soon as it comes out and not wait a day with this administration!!!
How confident are you that a US-China deal will actually happen? If no deal is reached, wouldn’t that risk a global recession given China’s role in production and rare earths? Not to mention that a potential TikTok ban can escalate things further and dangerous for US companies operating in China (e.g. Tesla).
“…and that memory brings a smile…” Epic.
This storm, too, shall pass.
What’s clear to me is that something had to change. Trump Tariffs is but a negotiation play. He’s assembled an all star team, has said (mostly) the right things and he - lest we forget - loves drama & media attention.
Let the dust settle and reassess… (and stack sats in the meantime)…
Today is a day for stacking!
Amen, brother 💪
Thank you, Jordi!
Why you must have missed Trumps call at 10 am to “BUY”. All joking aside, tossing Trust in the US out the window for a short term deal seems rather short sighted. When Bear Stearn’s refused to help in the 1998 LTCM crisis, should one not have been surprised in 2008 when no one showed up to help them?
The difference between messing with bond holders and nations is quite different. The latter have armies. The former have a few lawyers and due process.
Damn!! “This pattern suggests the current plunge, while unnerving, may once again present a rare buying opportunity for investors willing to weather the storm.”
How in the world did u call the low at exactly the right time and tell us all to buy! You are a wizard!!! I gotta read your stuff as soon as it comes out and not wait a day with this administration!!!
No one makes calls like this. Unreal that you do. EPIC!!!
A nice concise piece! I can tell this one barely used any LLM help, if any, as opposed to your other substacks
How confident are you that a US-China deal will actually happen? If no deal is reached, wouldn’t that risk a global recession given China’s role in production and rare earths? Not to mention that a potential TikTok ban can escalate things further and dangerous for US companies operating in China (e.g. Tesla).