Mar 23
Trump Presidency Seasonal Cycle Pattern: Q1 Shock. Q2-Q4 Awe.
Is this another Trump TACO Trade Spring Bottom?
Dow Futures up 1,200+ points on Iran deal news this morning. VIX over 30 at the open. And one of the classic TACO trades in recent memory β the 5th biggest 5-minute bar of all time.
Five Trump presidency years β 2017, 2018, 2019, 2020, 2025 β same pattern every time: Q1 turbulence, Q2 bottom, then a sustained rally into year-end.
Art of the Deal, seasonal edition.