No qualifying author-owned investment thesis was confirmed in this post.
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Genuine question.
With markets sliding, Trump back in the headlines, geopolitics heating up, rates still weird, USD moving, etc… it feels like we’re in that awkward phase where everything looks shaky.
Stocks are getting hit. Growth is getting hit. Even “safe” stuff isn’t behaving how people expect.
Not looking for hype or certainties, just interested in how others are positioning (or not).
What are you watching over the next few weeks?