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Since the election, we've explained to clients that post the inauguration, the policies of the Trump Admin. would be stock negative. Yet, while retail and high net worth are getting angry, they remain very long and are now wrong. We get capitulation once we hit acceptance.

Now, do you believe me? Investors have been delusional with all the talk of banana-shaped exponential gains. It's the banana skin zone, pure and simple!

Since the election, the shares outstanding have doubled with an average price (VWAP) of $51.4. So people are LONG and WRONG—zero capitulation.

Many thanks for having me on the show Gary! PS. Despite the headline, we discussed some significant opportunities that will emerge from the current turmoil.

With talk of a 1987 #BlackMonday style drop, it is worth watching #XBT #Bitcoin as a canary in the coalmine. On the Asian open, we have broken the yellow support line, which opens up a move to $72k

Insight in Hindsight: Months ago, we forecasted tariffs, policy shifts, & volatility as a political tool—before the votes were counted. Now it’s reality. Download our "Election: Breaking Eggs" report + global media coverage: bit.ly/3FVUT1E

20 min interview on Sweden's financial TV channel, as I discuss the outlook for stocks, the dollar and the risk of repatriation from US assets with my colleague efn.se/play/oppning-n…

We bounced exactly off the initial target level. But rather than capitulate, retail investors trained to buy the dip continue to build positions. Unfortunately, we have failed at a downtrend. My bet is we are starting the next wave lower, and I think this time we break.

OUT NOW - how Julian Brigden sees it: - the world is dumping U.S. Dollar assets - odds of U.K. Gilt crisis for U.S. bonds = elevated - U.S./China dispute = "economic war" Apple🔊 rb.gy/y3cb9v YouTube📽️rb.gy/o9or6s

I spoke about these issues with Julian Brigden: x.com/JackFarley96/s… Apple rb.gy/y3cb9v YouTube rb.gy/o9or6s

Any thanks for having me on the show Jack. A pleasure as usual!

If you doubt that the world is dumping dollars you only have to look at today's price action.

In the US, most commentators still utterly ignore the rest of the world. Yet, after a decade plus, we believe US Exceptionalism is over and have been advising our clients to look for global stocks to outperform in dollar terms. portal.mi2partners.com/macrocapture-r…

Many thanks for having me on the show James!

Now it is true that sovereign CDS isn't the most credible of markets. It is also true that Greece has done a lot to get its fiscal house in order. However, it isn't a good sign when the spread investors demand to hold the US is above Europe's biggest PIIG. #Moodys

Many thanks for having me on the show, gents!

I vehemently believe that as the $ declines, US stocks will underperform. Yet I constantly heard comments like 'there's no alternative to US stocks as there is just not enough liquidity abroad'. But as this FX story illustrates, markets adapt.

We are bombarded by "S&P at new highs". But it's MONEY ILLUSION. By staying in US stocks, you are getting relatively poorer. Yes, in $ terms, the S&P is up 5% YTD, but flat in foreign currencies. As a US investor, you'd be up 20% in European stocks. This is why FX is key!

Thanks for having me on the show Kai!