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Nope, this is no attestation about Disney. This has nothing to do with any park, though sometimes it can be amusing. This is a very macro comment about how the markets are lining up these days.
We are currently being driven by themes, in a manner that is relatively new. For quite a while it was all about the "trade wars" with China. Of course, that view is far too narrow because it is really all about our "Game of Thrones" with China, as each nation waved its ruffled feathers, and contended dominance.