If you, as a professional managing significant capital, are currently misidentifying the market’s primary focus and risk source, you are making a fatal mistake.
Those who are distracted by minor ‘noise’ and fail to grasp the essential structural shift will be mercilessly forced out of the market.
SNOW WHITE’s meticulous analysis from the previous day—the view that the agile pragmatism of Ms. Takaichi has brought short-term market relief, signaling a temporary reduction in political risk—is precisely on point.
I fully concur with this conclusion and offer a tougher perspective on the strategic actions traders should take next.