X @Ansem
Ansem 🧸💸·2025-12-08 20:09
fundamentals // trump run it hot thesisplur daddy (@plur_daddy):The Trump Fed takeover being underpriced is my primary theme going into 2026 (hence my gold bet). This is a momentous shift: the bigger and more convex the catalyst, the more difficult it is for markets to price it in properly.At the same time, we may be starting to see term https://t.co/0uSp4KDDUg ...