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@@ -18,13 +18,14 @@ - bullish CRCL if pullback - long VZ & AT&T - PSIX as datacenter trade ? +- HE - hwaian electric (turnaround) ? 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. positive catalyst for end of "correction": new debt ceiling which will provide an injection of liquidity, - +NFP next Friday (3rd July), 90-day pause deadline on reciprocal tariffs (9th July), CPI (15th July), FOMC (30th July), NFP (1st August), CPI (12th August) and the 90-day pause deadline on 145% tariffs for China (14th August. # We dont know when bottom |