Thoughts From The Divide: The Anti-Trump Trade (And Other Graceful Exits)
February 26, 2026
This is the final Thoughts From The Divide. It arrives as markets transition — not collapsing or accelerating, just quietly rewriting the narrative that drove
Just one man’s opinion, but I think that you’re on the radar segment is one of the most valuable pieces of your offerings. It puts every past week in perspective for the upcoming week. Please keep them coming.
Hi
the problem with these etfs is however property ownership , you don’t OWN the shares directly,
it’s a short term trade to generate extra cash , sure and if you say it’s a potential 10 bagger , wow , very nice , thanks . But it’s not a long term asset you want to own or OWN and buy and hold asset, individual shares are the safer play longer term
Hi Julien ,
Trump fired the BLS head and planted his own person , how do you suspect this will affect the data going forward ( if at all ) and how will the market react to it in shorter term . Thx