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Is the "Sell America" trade officially dead? šš«
The markets were braced for a meltdown as President Trump landed in Davos, but the reality was far more complex. While the headlines are screaming about a 200% tariff on French wine and a "Golden Dome" in Greenland, the smart money is looking at a different number: Trillions.
In this episode of Theta Fuse, Gotham and Maya break down the wild 24 hours that saw the Dow rebound despite a massive rift between the US and its allies. We explore why Trumpās refusal to use "excessive force" in Denmark gave investors the green light to pivot back into the "largest infrastructure buildout in human history."
Inside today's deep dive:
The Greenland Paradox: Why the threat of 10% tariffs didn't stop the market rebound.
The "Golden Dome" Project: Decoding Trumpās "very small ask" of Denmark.
AIās Trillion-Dollar Floor: Jensen Huangās Davos debut and why Nvidia, Amazon, and Google are spending record amounts in 2026.
Globalist Pushback: Jamie Dimonās "Globalist" declaration and the brewing fight over a 10% credit card interest cap.
The SCOTUS Wildcard: Why the Supreme Court might stop the firing of Fed Governor Lisa Cook.
Are you betting on the trade war or the tech boom? Let us know in the comments.#Investing #StockMarket #Davos2026
#ThetaFuse #OptionsTrading #MarketAnalysis #MacroEconomics#TrumpTariffs #Greenland #Nvidia #JensenHuang #AIInfrastructure #JamieDimon #BigTechEarnings #FED #InterestRates
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By Kanwar Market WatchThe markets were braced for a meltdown as President Trump landed in Davos, but the reality was far more complex. While the headlines are screaming about a 200% tariff on French wine and a "Golden Dome" in Greenland, the smart money is looking at a different number: Trillions.
In this episode of Theta Fuse, Gotham and Maya break down the wild 24 hours that saw the Dow rebound despite a massive rift between the US and its allies. We explore why Trumpās refusal to use "excessive force" in Denmark gave investors the green light to pivot back into the "largest infrastructure buildout in human history."
Inside today's deep dive:
The Greenland Paradox: Why the threat of 10% tariffs didn't stop the market rebound.
The "Golden Dome" Project: Decoding Trumpās "very small ask" of Denmark.
AIās Trillion-Dollar Floor: Jensen Huangās Davos debut and why Nvidia, Amazon, and Google are spending record amounts in 2026.
Globalist Pushback: Jamie Dimonās "Globalist" declaration and the brewing fight over a 10% credit card interest cap.
The SCOTUS Wildcard: Why the Supreme Court might stop the firing of Fed Governor Lisa Cook.
Are you betting on the trade war or the tech boom? Let us know in the comments.#Investing #StockMarket #Davos2026
#ThetaFuse #OptionsTrading #MarketAnalysis #MacroEconomics#TrumpTariffs #Greenland #Nvidia #JensenHuang #AIInfrastructure #JamieDimon #BigTechEarnings #FED #InterestRates