Bob Elliott @BobEUnlimited · 14 May 2025
5/12/2025 | Wrecking ball view was a loser. First as hope for a tariff reversal got priced into markets, furthered when China repeal was actually announced. Post announcement, adjusted positions to reflect a pro-growth, larger deficit view. https://t.co/szYA03xggX https://t.co/o2g905tYQf
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