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Again, just to be 100% clear: DOGE is not about delivering budget savings and smaller government. It's 1) a power grab/purge and 2) a fiscal fig leaf to be falsely pointed to as an offset to tax cuts for political cover.

This is the strongest economy the world has ever seen and the Fed needs to cut immediately

The deregulation pro-growth fantasy is every bit as delusional as believing Trump and DOGE would reduce debt and deficits.

wHy HaSn'T hE bEeN ArReStED alREadY?

Truss the process

Wet dog summer

Man, the number of times the American economy has been counted out

The market has been looking for a recession or serious weakness at some point every year for the last four years and been wrong. The Fed had a mild recession in its baseline forecast once, briefly, in early 2023, due to the fallout in the banking sector. If you know nothing

This is an extreme mischaracterization of what Bloomberg is saying and should be disregarded completely.

She's not wrong...

Makes cutting the policy rate that much trickier.

Weekend

BREAKING: Bessent Says There Are Many Strong Candidates for Federal Reserve Chair, Just Not in Their Selection Process

I threw everything in here—the $, bonds, future of the defense umbrella, the insistence on centrality, stablecoin, why centrality is not always strength, the evolution of US & global (r,g ) dynamics, and a shoutout to Steven Solomon. But no dad jokes. phenomenalworld.org/analysis/monet…

If you don’t want to read almost 4000 words in the pinned tweet (but I think you should), here’s 380 saying some of the same things. on.ft.com/3TZH9GE

Then...get this...then I told them I would release the Epstein Files--and they believed me!

4 different kinds of rich: 1. Doing the things you want to w/o compromising your principles 2. You have the ability to unplug 3. You live a healthy lifestyle 4. You have time for your family awealthofcommonsense.com/2025/07/differ…

x.com/mark_dow/statu…