"Global assets" meh.

Feel like I'd rather US bonds, Gold.

Nowhere else excites me.

Jobs will hurt a little. But I think the US economy needs a cleansing. Controlled and intentional is the best way. They just need to stand their base.

I think most of the pain will be felt by lazy democrats, so I'm hopeful they'll stick to it.

Plus, Trumps and Musk are personally incentivized to lower rates. So as long as inflation stays low (it will) they probably can't be arsed about a recession.