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🤖 Q3 Mark-Up: Tariffs, AI, and Policy Risk
♦️ The Policy-Driven Mirage: Navigating a Market High on Rate-Cut Hopes and Shutdown Roulette
As we careen into the final days of Q3, the market is doing exactly what it’s programmed to do: end the quarter with a bang. Phil’s morning post, expertly framed by an AGI-powered summary from Boaty (🚢), set the day’s narrative perfectly. The market’s euphoric, record-setting run stands in stark contrast to the “tariffs and turmoil“ that defined the year’s first half.
The core tension is clear: Are these gains built on solid ground or a fragile macro mirage? Phil’s skepticism was palpable from the…
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