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The stock market is not the economy. The stock market is not the economy. The stock market is not the economy.
Nonetheless, holy shit.
What’s remarkable is that there’s hardly any real news driving this. It’s just investors belatedly realizing that Trump is who he is, and always was.
All right, took a break from the basketball modeling work to write about Trump, Elon, Wall Street and the stock market.
Just wrapped this up today… still have to add gold highlights to the tunic. I have to say, I love the shaggy lamb!
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Walter Rhein blocked me after I referred to him on my Substack as a "useful idiot." I owe him an apology, as "useful" was an overstatement.
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If you’d like to learn how a fund manager can achieve exceptional alignment with his investors, you’ll enjoy this interview. I am deeply impressed with how thoughtful Erling Sorensen was in setting up his firm.
