In a Trump midterm election year, I’m not rushing to add risk. I’m staying selective with quality exposure while leaning more on hedges like gold $SPDR Gold Shares(GLD)$ —not because I’m bearish, but because inflation risks are being delayed and policy swings are intensifying. Capital preservation matters more to me when policy direction is this unstable.
As for TACO, I still see a high short-term probability. Tough rhetoric often fades once markets react, but even if it happens this week, volatility remains. I’m watching rates and liquidity closely for confirmation.
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