“Confusion Reigns” In Markets. So Run The Damn Football

Following Thursday's debacle in D.C. where, in issuing an ultimatum on the "repeal and replace" vote,  Donald Trump has either made a ballsy move that will pay political dividends and boost his reputation as a shrewd dealmaker or crash and burn spectacularly should the "no's" take it, we're left wondering how much risk we should be willing to take into the weekend. This isn't a trivial question. We're back to the "good" old days of summer 2015 when taking positions into Saturday and Sunday cou