The market is less than 5% (3% for equal weight Nasdaq) from retracing the entire Trump term and put us negative since Jan 20th 2025.

From the Short Bear

We had the biggest technological revolution, inflation coming down, more peace than ever...

Then Tariffs and now War.

Unreal performance for such a rich environment in terms of potential.

USA could have been the absolute leader in 2-3 technologies at the same time with most of the world as allies and growing at mid to high single digits.