I shorted Nike (NKE) yesterday, following its big post-TACO lift.

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Good morning, everyone. We awake to an /ES which is up 0.09%, which isn’t exactly riveting material for me to wax poetic about this or that. We’re just a little below Sunday’s “wow, he TACO’d yet again!” price gap. It’s clear the market has no clue what on earth is going on with tariffs, or even have to react.
