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authornic <nic_brou@hotmail.com>2025-06-07 19:07:19 -0400
committernic <nic_brou@hotmail.com>2025-06-07 19:07:19 -0400
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- ARM (long via Mar26 $120 calls)
- AMT - LONG BOND PROXY PLAY
- Jan26 $31/$42 SLV
+- short KLC (bearcave)
+
If the Nixon shock ushered in the end of Bretton Woods 1.0, yesterday — probably to be named in history “Trump shock” — ushered in the end of Bretton Woods 2.0.