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Slightly shaky start to the market today but it largely recovered and is just as high as it was 10 days ago. Seems the markets are divided between worried and cautiously optimistic.


The markets only care about what'll make them money. The markets responded to the tarrifs, then the same-day (temporary) rollback of them.

Sometimes they put their finger on the scale a bit, too. https://en.wikipedia.org/wiki/Business_Plot


The markets have been disconnected from reality for a long time, at least a decade.


Why would they do anything else? Last Trump Presidency caused incredible inflation that for a huge part went into the stock market, because where else can it go?


This is pretty much my investment thesis for the foreseeable future.




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