Major market top forming: AI-driven indices mask a narrow rally and the whole thing ends in disaster.
AI buildout mints few winners: a record capex boom that, like railroads and canals, ends in colossal losses.
Long US Treasuries: yields fall over the next 6 months as the economy is weaker than claimed and everyone's short.
Short the Trump family stocks: anything tied to the Trump family goes down, a guaranteed money-maker.
Gold holds long-term but is in a correction that may run into autumn before the printing-press case reasserts.
Emerging markets and value stocks outperform as money rotates out of an overvalued US growth market.