I know advisors. This isn't panicking their clients like something like this usually does. Maybe because they realize the Fed putt will make everything OK and Covid triggering the Fed putt so recently they aren't panicking selling they are calling and saying what bonds should I sell to rotate into equities.

I think this is saying. People are just loading up. Which in my mind means people think trump will negotiate his way out of this and we will be in a better place in the next few months.

Selling bonds that didn't get crushed with the markets and loading up for the rebound. We went positive with one fake news tweet about a pause on tariffs. Imagine what happens when a handful of countries see this as an opportunity to become the US's largest trading partner and says hey tariffs us 5% we will put no tariffs on you, let's do this.

The world is a freemarket more than the stockmarket is a freemarket. Countries will come crawling in trying to ink the best deal with the US. Markets will explode and we will have brought working class jobs home and flipped the perpetual get fucked on tariffs perpetually market on its head.

Your not bullish enough. 😘