the Federal Reserve have diligently applied a forward expectations monetary policy which isnt a policy as much as propaganda . what this means is now Fed Funds changed by 1% or less have no effect on the economy, only sentiment after which is digested markets will return.

Seems to me the cheapest most productive asset is to purchase a US Representative in Congress. About $200,000 does it. Why not organize a pool of Reps and then sell it out as a RBS - Rep Backed Security. Figure out later what to do with their vote.

do you have an opinion on V.O.S Selections? should you? wont the outcome of this court ruling be the largest significant market impact event of 2025? isnt this the keystone to the Trump Agenda, tariffs?

We are setting up a runway of inflation 👇 Tariffs are driving up warehousing and inventory costs, and those increases will inevitably be passed on to consumers. This will feel inflationary, especially for essential goods, which puts additional pressure on household budgets. As prices rise, consumers are likely to lean more heavily on credit, and that's exactly what we're seeing since January. Conveniently, banks appear increasingly willing to lend, setting the stage for a new consumer credit cycle. That should add support to a period of healthy economic growth. When those tariffs are ultimately found to be unlawful, US importers are likely to receive a one-time tax refund (ie stimulus) in the neighbourhood of $350 - $400 billion. That likely goes to buybacks, bonuses, maybe even some capital investment. But its not going to consumers. Then think about TGA suddenly having to refilling that size.

it is obvious that Trump is setting out to enfeeble the justice system so as to gain "unitary executive" powers. in short he is directly attacking the US Constitution. this also suggests that Trump is concerned he loses the en banc VOS et al Federal Appeals Court ruling.

the case is still pending? is this all about the TRO and the contempt resulting? where is this case now? is it still in the courts?

can this show up in the USA? nahhh they arent that important! right???

the state of the economy methinks the economy has rolled into a slowdown - possibly a recession.

Matt’s question presupposes a teleological view of history: society slides along a continuum from better to worse. Vico says the movement of history is cyclical, progressing through four stages: THEOCRACY, ARISTOCRACY, DEMOCRACY, and RICORSO (apocalyptic reset).

assume that the GSE (the agencies that are either the US or have full backing of the US ) MBS - mortgage backed securities - are risk free. (convexity properties involve pricing but not impacting that quality) then should find a tightening or ease effect in mortgage rates that