Inadvertently or not, the US administration is providing one of the greatest opportunities to make money out of volatility. A Presidential frown and markets sink; a thumbs-up and they rise.
The trick is to have people in DC spotting the runes and reading them correctly. Fortunately I have quite a few – not high-level – but close enough to recognise the signs.
I’ve instructed them to watch out for unscheduled White House visitors – CEOs, union bosses, congressional big-wigs – which can signal. commercial decision-making is imminent and for unusual meetings of different government agencies e.g /State/War/Treasury which can mean military decision-making is imminent.
When you analyse the attendees of meetings in the context of what’s going on in the news, White House aficionados can sometimes figure which way a decision will be going.
Another signal is a “No comment” from an official on a hot topic which often precedes a policy announcement, or a softening-up remark from an official which usually means an unpopular decision is about to be made
The ‘Trump Put’ is how White House watchers describe a sell-side steer derived from observing some indication from the President which pushes markets down.
My trades, based on these signals, have been most rewarding. With so much power to control markets and clean up humungeously concentrated in the hands of a small group, one wonders if this war will ever end.
There is a group of people who get their steers direct from the horse’s mouth. No names, no pack drill. Literally never did pack drill
Well Hegseth seems to be in the dock for that one, Dr Bob
I would have thought civilians never did pack drill only the military so someone older who got an ‘excused boots’ chitty