The markets expected Trump to govern like a replacement-level Latin American populist caudillo (which would produce a thriving speculation-driven stock market with some long term problems mostly beyond their planning horizon).

Instead they got the American version of Maduro or Mugabe.
I think the markets entered this administration extending a *lot* of forbearance and benefit of the doubt for this administration - reading the silver lining of every cloud.

But if your silver linings rain on people enough, I guess, they start to notice all the clouds. And we got there in 2 months.

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