This is the opening segment to this week’s edition of Notes From the Rabbit Hole, NFTRH 421, a 48 page work-through of the immediate post-Trump landscape. While we had fun with the Trump hysteria throughout an ultimately serious analytical report, I look forward to marinating in the post-hysteria atmosphere and coming up with well defined market directions, whether they be born of new macro fundamentals to be, or contrary sentiment driven possibilities, which are also in play…
People who have read me for years know that all sorts of buzz phrases (Inflation onDemand, Armageddon ’08, etc.) and some off color writing can find their way into my work, especially when writing publicly. I do not think highly of the Federal Reserve system, the average politician or even many US Presidents through my lifetime. Formally, I do respect the office and ultimately by extension, even a President I may not happen to like. It’s been that way much more often than not, after all.