I recently started organising all pieces by theme into single posts for easy reference.
We published several Trump-centric pieces pre and post-election, laying the ground and managing expectations as the Trump 2.0 team talked a big game while misjudging the setup they were walking into.
1. The Brewing Trump Trade.
2. The Spell of Donald.
The Spell of Donald
“Countries are going to pay us back for all that we’ve done for the world.” —DJT
3. The Bessent Pipe Dream.
4. Donald Unhinged.
Donald, Unhinged.
You have to agree with me, there’s some weird sh*t going on as of late. Trump isn’t even in the White House and he’s already running around like a bull in a China shop, lol.
5. Bessent’s Detox.
Bessent's Detox
“The market and the economy have become hooked, become addicted, to excessive government spending and there’s going to be a detox period.”
6. MAGA AS RELIGION.
7. How to Survive.
How to Survive
On April 5th I published 🎙️ POLICY ERROR? and followed up with 🎙️ MAGA AS RELIGION, sharing my thoughts on the broader geopolitical and economic setup.
Sincerely, Philo 🦉