Took profits on $QQQ and $NDX positions Friday—seemed like decent timing, but nobody predicted policy shifts would hit this hard at market open. The scale of what's unfolding is genuinely wild; Treasury leadership dynamics matter more than people think right now.

The real question isn't whether to jump back in immediately, but whether we're seeing actual structural change or just noise. If fiscal coordination starts breaking down, that ripples through risk assets faster than most traders react. Worth watching the next move before committing fresh capital.