Not only do Dems seem headed for success in the midterms, fueled by a swell of Americans who see Trump as a crook, enriching himself while costs rise for everyone else, but the president’s inner circle is going up in flames.” www.nytimes.com/2026/10/17/o...

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DOWD: “He desperately craves being the center of attention, and seeing blind devotion mirrored back at him as that devotion wanes with an increasingly disgusted, exhausted public…

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Thoughts?! 👇

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“.. The equity market is to a degree still quite complacent about this move. SPX is within 2.5% of all-time highs .. Yesterday’s email was titled ‘Make or Break for Risk’ and the above would suggest that we are more likely than not going to ‘break’.” 👀

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BARCLAYS: “.. investors have asked whether there is spillover risk .. to which I would point them to the below chart. This is an equal-weight basket of six pureplay data center bonds .. .. the market is looking at the neocloud price action .. and now pricing in some degree of contagion.” $CRWV

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