Data Update 3 for 2026: The Trust Deficit - Bonds, Currencies, Gold and Bitcoin!

In my last post , I talked about the disconnect between the bad news stories that we were reading and the solid performance of US equities during 2025. In this one, I want to focus specifically on four news stories from last year - the US announcement of punitive tariffs on the rest of the world, the downgrade of the US, the longest shutdown in US government history and unprecedented challenges to…