Good Wednesday afternoon.

Alert: enter a GTC order to sell USD (2 x Semi ETF) @ $40.25. This would give us gains of 25%.

The president just caved to the bond market vigilantes with a 90 day pause on tariffs on every country but China.

To everyone that spoke up and made your voices heard, thank you! This president reads the room as well as anyone (in time) and listens to the voices that make the most (common) sense.

The markets lows should now be in, with a recession avoided. Now we can target the one country that meets the definition of our economic enemy; China

Yuge for America. Thank you Mr. President.

However, Before Team Trump starts bragging and celebrating, we just watched $11 trillion in losses take place in the stock market. Over what?? I’ll tell you what. Incredibly poor gamesmanship. The vast majority of the pain we just went through was never necessary.

Kip...