Trump Trade 3.0
But something is off...
It’s a great feeling starting the day by saying “Good Morning” to Shrubstack readers. It’s also a great way to gather thoughts and prepare for the day ahead.
Below is an excerpt from yesterday’s note. How it started.
How it’s going. Today the HSI is down -4% and Oil is down -4%.
Yes, China disappointed once again (what else is new?) and War Mongers disappointed the Oil Bulls once again by not escalating in the Middle East (thankfully).
But yesterday’s market moves across various asset classes made me pause a little and ask yet again another “What If” question…