Do I seem so crazy being the contrarian now? Probably 180 before Monday but definitely feels like setting up controlled demolition down. Really simple strategy, really - cover up all the fundamentally flawed pieces of the market (bonds/rates, housing, oil, ai & private credit, etc.) with bearish headlines knowing you are nearing a deal with China, so the market rejects the fundamental flaws and instead follows the headlines. No idea how it ends up or when/how the these fundamentals catch up to be un-cover-up-able by headlines but still positioned short going into next week, expecting potentially even a red September.