...so hedge funds dropped their conviction and re-entered the market with full force.
...now both retail and hedge funds are ALL IN.
...probably 2-3 months of Melt-Up before reckoning arrives.
...the fears over the tariff and trade wars may have been overplayed and subsided but real shocks do not happen overnight, they manifest and build over time, and Trump 2.0 policies in trade, immigration, fiscal profligacy combined with ongoing uncertainties only adds to underlying fragility of the economy that would likely reveal themselves sometime in the near future.
