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Nothing changes. We watched Senator Chris Murphy, with a straight face, say on a Sunday show that Biden’s so-called Inflation Reduction Act, the one where Biden said it did nothing for inflation, actually lowered the deficit. Yes…add $1.8 trillion of spending to lower spending and lower the deficit…that’s the ticket. The anchor did not push…

The court is doing a favor. Uncertainty hit the markets. Uncertainty hit the business world. Liberation day crashed the markets. The crashing markets forced the hand, thus the pause. Thus the many exemptions. Fear took over. The pause bottomed the markets. Exemptions stopped the bleeding in those areas. But there was one big matzoh ball…

Tariff pause= ramp the markets back up. Strong a/d today. Strong tech. NVIDIA after the close tomorrow will dictate. Love them yields heading lower again.