Peak Trump?

Peak Trump?

Remember what I said on Wednesday evening on the way to talking about how extreme hedge fund positioning has become in the Trump/reflation trade? Here's a reminder: There’s been no shortage of commentary both in these pages and elsewhere about just how one-sided positioning has become around the Trump reflation narrative. In fact, it’s all anyone cares to talk about. And that’s not just my imagination. Nearly every piece of research coming out of the sellside contains some reference to
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