Trump controls the gameboard
As of now, deciding to leave my risk off the table. Prices in no mans land and waiting for next move by Orange man. If he doesn't speak before Monday, I presume stocks continue to roll. VIX ended Friday on highs and could thrust up yet again.
I expect him to say something positive though, he of course hates seeing number go down. The one thing this does do is lock in rate cuts as interest rates drop further and no data coming from gov shutdown increases uncertainty.
Stocks have needed to take a break. But it could get much worse. Let's see how the admin plays this. I have notifications on for his truth social account. Who knows. Stay safe.
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Jaymes Rosenthal
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Trump controls the gameboard
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