President Trump – Love Him or Hate Him – Don’t Underestimate Him!
Investment Conclusion:
When a big ship goes full circle in a stormy sea, it creates what is known as a 'Duck Pool' of calm water (once use to land naval sea planes). That lasts a while before the big waves conquer it. President Trump’s eminently successful strategy and tactics will do something similar for financial markets.
Having sold our safe haven assets (oil) & trimmed gold a little, some EU equities have been added – chiefly in Germany and in EU banks ( ME - First the Bang. Now the Whimper 06.23.2025 ). I still will be short US $ and short US 30 yr Treasuries. The Wealth Preservation Portfolio is at the end of this note.
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