yeah, we’ll have to see how things play out. The pm shares are tracking silver tick for tick, that’s for sure. I doubt there’s enough buying interest to keep it positive on the day, plus the move up in the dollar and with the 10 yr. up 7 bips, it’s a minor miracle that we’re still positive at all.
My sense is that tech, or at least the Mag 7, have about run their course. I think NVDA may have seen its’ highs for a while. Never know though.
If you’re right, and they want to hurt Trump/economy. Tech stocks is where they’ll start.