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For much of the 20th and 21st centuries, the United States has enjoyed a unique position of financial dominance over the rest of the world. This is what's called "U.S. exceptionalism," implied by the phrase itself, but not only superior economic performance, but also structural

The market absolutely collapsed in the past 30 days. I don't have to do a recap on this. I assume you know what happened. But just a quick rundown, anyway. President Trump’s new tariff announcement was more aggressive than expected, with headline rates jumping as high as

The latest ISM data signals stagflation and adds to the growth narrative, putting pressure on market sentiment. Trump's latest tariff-related decisions/actions further intensified concerns. Meanwhile, there's a risk of a government shutdown (as far as I know). Recent ISM data shows manufacturing stagnation (+0.1%