I felt like I wanted to post something positive amid the madness, although I remain bearish on SPX and USD since the beginning of 2024 - as my past predictions suggest. So far, the greatest businessman and dealmaker, Donald Trump has successfully outperformed on the time line most of the expectations that I deemed possible in a real-world setting. If that continues to hold true, it is possible that hereby - somewhat optimistic - prediction will again lag behind the reality on the scale of days to a couple of weeks. What I was hoping for, was a much welcomed break during the summer and a full-blown downfall into a recession afterwards. I'm much afraid, things I expected in 2026 might arrive considerably sooner.
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