Thank you for this article. When the free fall started last week I remarked to my family that DJT needs to be a hero so he’ll create a crisis and then solve it and thus be the hero. I also saw it as a stock manipulation. But you have illustrated that we are living in a Shakespeare Tragedy and this is only Act 1. I have never considered this. So at the end of Act 3 when the free fall happens again do you see this pattern continuing?
And yeah, I definitely see this pattern continuing after our 90-day window closes.
These manufactured crisis-and-solution cycles tend to repeat as long as they remain effective. What typically happens is that each repetition becomes slightly less impactful as the market builds up a kind of "immunity" to the shock.
The first cycle creates the biggest market swings, the second less so, and so on.
The real question isn't if there will be another cycle but what the trigger will be.
The administration has several levers they can pull - whether it's more tariff adjustments, currency policy shifts, or even new trade targets beyond China.
But institutions are already positioning for this longer game of chess - they know the 90-day window is just round one.
Thank you for this article. When the free fall started last week I remarked to my family that DJT needs to be a hero so he’ll create a crisis and then solve it and thus be the hero. I also saw it as a stock manipulation. But you have illustrated that we are living in a Shakespeare Tragedy and this is only Act 1. I have never considered this. So at the end of Act 3 when the free fall happens again do you see this pattern continuing?
Kudos for seeing through the smoke so quickly!
And yeah, I definitely see this pattern continuing after our 90-day window closes.
These manufactured crisis-and-solution cycles tend to repeat as long as they remain effective. What typically happens is that each repetition becomes slightly less impactful as the market builds up a kind of "immunity" to the shock.
The first cycle creates the biggest market swings, the second less so, and so on.
The real question isn't if there will be another cycle but what the trigger will be.
The administration has several levers they can pull - whether it's more tariff adjustments, currency policy shifts, or even new trade targets beyond China.
But institutions are already positioning for this longer game of chess - they know the 90-day window is just round one.