Panic Journal – Trump II: “There will be blood” Quick Summary: This post contains additional random musings about the current situation, plus an updated “portfolio check” at the end. So feel free to jump to the end if you are only interested in the portfolio check. Background: At the end of 2024, I wrote a first post about what might happen following both a Donald Trump win in the https://valueandopportunity.co....m/2025/04/17/panic-j
