It’s nearly impossible to trade this slop the way markets are fixed now. On one hand, we understand things are oversold. On the other, Trump literally tape bombs us daily with new tariff threats. This has become a great menace to markets and I am sure it won’t always be like this — but it’s...Read More

Some interesting data here. Note the median # of days for drawdowns in excess of 9% is 49.5 days.The world is always ending, until stocks rip higher again. Usually, with these sort of events, you get a month or two lower — hard bounce on month 3. This isn’t always the case, but in many...Read More