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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.

DOGE was a loud, obnoxious flop.

They never pointed DOGE at the actual source of waste, fraud and abuse: the Dept of Defense.

Tariff tax increases are in retreat after China cut off rare earth exports to the U.S. and, especially, its military. Now we need a trade deal more than China does.

The Big, Beautiful Bill explodes the deficit and debt like never before.

That leaves financial repression like we’ve never seen.

I sold all my bonds.

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You were holding bonds thus far 😭