Wonderful time for me to rebalance into bonds.

Yes Trump hit the undo or at worst pause button. After the Wall Street elation of this wears off I think at the end of the day it still shows extreme incompetence and uncertainty. But to give credit it’s not doomsday level incompetence just yet and the undo shows there are limits to how far they will go(which is why I wasn’t as extremely bearish before). On a flight to Japan now but when I get hotel time I am rebalancing. If anything bonds look better now at lower price and higher yields.