Like many market participants I have been hanging back since there's no theory, fundamentals, or strategy being deployed in American economic policy at the moment. The portfolio is still down but the difference between yesterday's close and today's was over a 50% spread after Trump posted some nonsense about a tariff policy reversal.

On Monday there was 90 day break rumor reported as news by Benzinga which led resulted in a total 20% differential in my portfolio value between the peak and trough.

These are not serious people, this is not serious economicy policy, and the trading happening such that it exists is rooted entirely in chasing shadows.

I am still quite weary about jumping back into some day trading given how irrational it all is right now.