Trumpreich (re)commenceth : Now with less Schadenfreude and more Arbeit wartet.

In 2016, I took genuine joy in “being right” for holding the extremely non-consensus view that Donald J. Trump was destined for the White House.i In 2024? Much less so. A big part of the lack of Schadenfreude this time around was that it just wasn’t a non-consensus trade anymore.ii Thanks in no small part […]