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Animal Spirits: The Tariff Tantrum
Michael Batnick
March 12, 2025
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Bonds $AGG best day vs stocks $SPY in a quarter-decade
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi)
6:52 PM • Mar 10, 2025
HSBC: “Prior to the US elections, we assumed that a Trump victory would reinforce US exceptionalism. Today, we are upgrading Europe (ex UK) to overweight (from underweight) and downgrading the US to neutral…”
— Sam Ro 📈 (@SamRo)
10:35 AM • Mar 10, 2025
"Out of any 15-year period to be invested in equities dating back to 1970, the one we’ve just lived through was the best." Bridgewater Co-CIO Bob Prince x.com/i/web/status/1…
— The Idea Farm (@TheIdeaFarm)
2:10 PM • Mar 6, 2025
Just a few minutes ago, President Trump signed an Executive Order to establish a Strategic Bitcoin Reserve.
The Reserve will be capitalized with Bitcoin owned by the federal government that was forfeited as part of criminal or civil asset forfeiture proceedings. This means it… x.com/i/web/status/1…
— David Sacks (@davidsacks47)
12:11 AM • Mar 7, 2025
I'm 37. Instead of regretting that I can't wake up age 18 again, I pretend to myself that I'm 90 and I've woken up age 37 again, and that I get to magically, wonderfully have the next 50 years again.
— blue (@bluewmist)
2:34 PM • Feb 18, 2025
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