1) tariffed :) 2) policy over performed and market resilent to withstand the nonsense 3) certainly will - with his "right" lieutenants in the Fed, tax cuts on the table, deregulation back in play, crypto-friendly America First stimulus brewing, he will try to juice risk assets again. 4) Absolutely. We are still in a secular up cycle rolling into 2026, powered by fiscal fire and AI liquidity. For now, the high-tide trade lifts all boats, even the leaky ones - but smart money knows when the tides turn, only swimmers with alpha stay afloat. this lock out rally will only frustrated those waiting for a crash and once foma kick in, will we see bodies floating on the financial waves.
