Isolation…

Did the U.S. really win the trade war over the weekend? Or is this just another step toward isolation, maybe the rest of the world is calculating how to live without the U.S. as much as possible, Make America Great is heading toward Isolate America. As to the biggest deal ever, Not. It doesn’t come anywhere near the 5.2 percent of US GDP that the 1948 Marshall plan represented.

The next shoe to fall will be a decline in interest rates as core employment starts to decline. At the moment the AI Buildout is providing a head fake. That will continue until the fat cats run out of money to buy Nividia chips and big steel buildings to house them.

The bouncy ride upward in the macro stock trend should continue, but you know what to do when it comes to the end.