The Theme Continues…

Continuing on with the worm has turned theme.

The battle turn in these markets has two sides, the Bull side, where most of the money resides, and which is based around three thing, de-regulation, tariffs, and tax cuts,

and the Bear side which is based around declining consumer sentiment and a declining economy. There will not be much need for AI warehouses, if nobody is buying anything.

Bottomline, pick your demon and ride it.