The U.S. State Department is preparing to shut down a number of consulates that are mainly in Western Europe in the coming months and looking to reduce its workforce globally, per Reuters.
https://x.com/unusual_whales/status/1903053224258482349
BofA EPFR: Biggest foreign selling of US stocks since Mar’23…
https://x.com/MikeZaccardi/status/1903060449806913592
...how relations between allies have eroded so quickly.
...you think I am picking on Trump, this is GAME CHANGING, it is a structural tectonic shift in the making.
...and if you think all the shaking is all for good, be prepared for the mother of all BLINDSIDES.
...Global Trust paramount in investment decisions is being shredded to pieces. Trust underpins investment and trade decisions, erosion of trust creates a global environment of mistrust capping trade and investment growth which stymies global growth - there will be no winners, only Collective Losers from the aggressor to the victims.
...Buy and Hodlers Beware- the next 5-10 years is not going to be anywhere like the past 5-10 years. Past performance is not a reflection or a predictor of future performance. Right.
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