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The austerity dream is dead.

nostr:nprofile1qqsw4v882mfjhq9u63j08kzyhqzqxqc8tgf740p4nxnk9jdv02u37ncpzdmhxue69uhhyetvv9ukzcnvv5hx7un8qy28wumn8ghj7mn0wd68yumpw3mxztnwv46qdmvajt was right (again).

Nothing stops this (fiscal spending) train.

🚂

You do you, but I continue to increase my fund’s exposure to global hard assets.

I wish I could disagree with you. Any residue of Hopium wore off for me over the past couple months.

Best I can see is Bessent managing to keep the system afloat for longer than it might have.

Use the time to stack.

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