This last weekend, in preparation for a couple of client calls, we sat down and poured over our extensive collection of charts. We ended up with a presentation that pulled no punches and elicited a lot of positive feedback. Hence, we have recorded a 45-minute video to share our thoughts with all clients. Essentially, we believe that we are rapidly accelerating to an epiphany event. A tipping point as investors start to wake up to the "reality" of the Trump Administration's radical agenda. Policies which threaten to upend the equilibrium that has dominated markets for the last decade and, in the process, rapidly expose the fragility of the whole US economy.
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