The Fed's Done Cutting. Retail Is Buying the Top


Hello Reader, Told you I wasn't dropping my guard. Last week I said the deal was fragile and the Switzerland walkout was probably how the next two months would play out. The whole thing fell apart in less than ten days. A drone hit a Singapore-flagged cargo ship in Hormuz Thursday, the US hit back with airstrikes Friday, and Iran finished the weekend by launching ballistic missiles at our bases in Kuwait and Bahrain. Oil is back up, futures are heavy, and Trump is on Truth Social threatening...