Jan. 30 at 4:59 AM
$CABA $PLUG $FVRR $SKIN Trump is about to shake the tree. Word is he announces Rick Rieder tomorrow — and if that happens, buckle up. Rieder is sharp, strategic, and absolutely not married to restrictive policy. He understands liquidity, debt servicing, and market psychology.
My take? His first move is aggressive — a 75 bps cut to reset confidence and jump-start growth. The market doesn’t wait for perfection, it waits for direction.
Based on how rates, the curve, and risk assets are positioning, May feels like the moment. You can already see it: long bonds selling, rotation under the surface, small caps quietly holding while megacaps churn.
This isn’t random. This is positioning ahead of a policy pivot. When cuts come fast, re-rating happens even faster.
Stay alert 👀
Liquidity wins 💰
Risk-on loads fast 🚀
