Tweet by arindube
January 21, 2026
The TACO cycle: The markets want to price in TACO, but TACO needs Trump to see stocks tank. So we get these cycles where Trump does stuff and nothing happens (because the market has priced in TACO) ... which encourages him to do more stuff until the markets actually thinks he may not TACO and prices start to fall ... which restores TACO.
- Author
- arindube
- Date
- January 21, 2026
- Canonical URL
- /tweets/arindube-2014063471902466336-20b114