Will the "Trump Put" be a Little Bit Further "out of the market" in Coming Weeks?

In this week’s edition, we discuss how much of an impact the crash in Bitcoin had on other risk assets…and whether that impact will last. We also touch on out outlook on precious metals (which has been spot-on for many, many months)….We also talk about the situation with Iran…and what that will mean for the energy stocks…..Finally, we discuss why we believe that although the Trump Administration cares very much about the stock market, they might not care as much over the near-term.