Author expects broad market gains of at least 10% until the World Cup final, then plans to sell everything on expectations of a Trump-driven global shock.
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I feel like the USA/Trump/Trump whisperers, are actually currently acting with restraint (nobody cares about executing citizens to cheers from half the country).
They want to hold for 250y celebrations and the FIFA world cup. Then they face midterms and actual possible impeachment, etc. So i will be selling everything two days after the wc final because i expect a Trump-based assault on the world as we know it that extends far beyond some tweets on Greenland.
But until then i think minimum 10% gains broadly. We have one of the most complacent investor bases in history. But q3/q4...