The market is celebrating political gridlock. I'm looking at everything that just got worse.

Brookfield is walking away from a $600 million luxury skyscraper that's 95% occupied, exposing the devastating consequences of higher interest rates.

Three different political outcomes, three very different market reactions, and one election that could determine whether Wall Street’s two-year free-for-all continues.

From the AI bubble and election uncertainty to private credit, housing, gold and the possibility that the real selling hasn’t even started yet.