***Know Your History, folks!*** Yes, massive fiscal spending that is unsustainable as it is a total burden on the people.

True. The system is built on DEBT and money multiplying. They need to hold it together from collapse until they

Sure, per Taylor Rule, FED could cut rates with lower inflation BUT, question is, will inflation actually come down per

Higher For Longer! (been pretty consistent here!)The jobs data on paper (lagging) supports 1/2 of their dual mandate (“maximum employment”).

Even IF they rate cut 100bps (per expectations), they are still 400bps+ higher when people, businesses, etc refinance or get

Inflation began rising in 2021, and the FED was very slow in raising interest rates and tightening monetary policy.Per the

$SPY $SPX indexes have gone nowhere. Lots of action in between though. The indexes are pinned with vol compression at

A chart tells a millions stories. End of 40 yr bond bull market?!Have we entered a secularly inflationary period with

“Inflation is like alcoholism. The GOOD effects come FIRST and the BAD effects come LATER.” “That’s why there is a

Real Estate News Same pattern: Home Sales DOWN, Home Prices UP RE Market is very SLOW. Could a recession ie

The “disinformation specialists” are claiming a “soft landing” but we know:1. Inflation is embedded2. Prices are elevated & many increasing3.

From Industrial Revolution to beginning of WW2, we had deflation as productivity & output increased & brought DOWN prices. Now