Looks like quite a bearish position doesn't it? Albeit that Treasuries are suffering too, just not as much. (View Post)

Bookings from Europe to America are right down from last year. We don't know if it's tourism to Disney or business trips, but far fewer are travelling. (View Post)

The reaeach conference that I am going to next month is about half US and half not-USA delegates. Both are markedly down this year. The foreigners because of the toxicity of Trump (many are Canadian,… (View Post)

If you want to bet on Tagle, SkyBet are 5/2. (View Post)

You know who else was keen on tariffs? https://bsky.app/profile/theatlantic.com/post/3lnekldaor424 (View Post)