John2 days ago8 min readThree CutsCuts in government jobs, taxes, and from the Fed are coming soon. This means higher rates this week. We stay neutral. Sell XLP, GDX. Buy US.
David3 days ago6 min readTrump's Debt Sustainability MathMarkets assume Trump 2.0 will be defined by tax cuts & tariffs. But what does fiscal math says the low hanging fruit? Roadmap for Trump 2.0.