Trump Goes Full Baron Harkonnen - New Video

Trump has entered the scorched earth phase of his presidency.

After this week's events I have published a new video explaining what's going on and the market implications from here.

Topics covered:

  • The setup:
  • Fed rate cut and accompanying comments;
  • Trump's gangster move;
  • Investment implications:
  • The dollar;
  • China;
  • Copper;
  • Oil;
  • Gold;
  • Bonds, and;
  • Cannabis stocks.

As always, none of my comments should be considered an investment recommendation or investment advice.

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