A Constitutional Crisis.

In Stocks, Bonds and the USD.

Been busy traveling. Just got back from Kansas City. Had some amazing BBQ. Getting ready to hit the road again soon.

Will share a few thoughts today, then back to the grind.

To me, the play is getting increasingly obvious. There is a rightful and progressive distrust of all American Assets by foreign owners happening in real time.

That is : Stocks, Bonds, …