Fri Aug 1 18:20:04 2025
(*4e3d9761*):: Hmm, nothing jumps out. I’ll give it some thought and keep my eyes open.
(*097dfbf6*):: +public!
(*4e3d9761*):: I bet the equities market is down due to jobs numbers and that’s why Trump is doing this.
(*4e3d9761*):: I have no broad bear thesis though for equities.
(*4297a328*):: Trump punishing wallstreet does sound very maga
(*b387b012*):: Most of my bear thesis surrounded treasuries. But now I think the stablecoins have fixed that and now my bear thesis is probably around bonds.
(*b387b012*):: I’m not sure either but keeping eyes open too