Explicitly calling for ZIRP and a sustained weaker dollar. Treasury auctions will likely fail and QE / YCC will ramp up. Trump admin will also continue to expand M2 to perpetual ATH’s. Probable new war at some point and probable large money printing “crisis” event as well.

Inflating is going to burn like an out of control inferno, “risk on” assets will continue to smash ATH’s. Perfect setup for an implosion both from natural market behavior as well as a “need” from the Fed to tighten. But at that point things will be too severe, tightening could cause the fiat ponzi to implode spectacularly.