Donald Trump never disappoints in terms of “interesting”. MAGA/Trump might unravel, and Trump spontaneously combust, due to Epstein – but conflict was what we knew Trump would bring to the table. The real risk to markets is probably the US Consumer. They are not as resilient as the rosy earnings season thinks.
Dismiss FOMO and Speculation! The markets will focus on fundamentals in 2022 – which means taking a long hard look at everything we think we know, and figuring out what ain’t necessarily so. Amazon is a case in point – just how deep is its moat, and what might revelations of an internal toxic culture do to its price?
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