"Elon stealing money triggers a bank run" is a fun path to consider for blowing up the economy

is the market really more terrified of missing out on Trump upside than facing up to the capex destruction semis are about to experience? only sign of hedging is gold ATH

thanks vm

oh jeez — you got a source?

For sure, they are walking into a trap — by the time the spot levels match their forecasts, the demand side of the economy will be in dire need of stimulation. German consumer confidence at lowest since May, just hit the tapes.