I want so much to go on this Plan B trip to Uruguay but I have a wedding that week in my immediate family. I hope you schedule another one in the 1st Q 2026!!!
Doesn't this prove that the government we thought we knew is not the government we have, and that no one, ever, can reign in the corruption and malfeasance? What more do we need to prove this reality?
Obama was a disaster in many ways, but we must remember he was the ultimate puppet and made no crucial decisions on his own. He was not, as he often told us, the "smartest guy in the room." Truth told, he was the village idiot in an empty suit.
You're now arguing with ghosts. I was always very clear about this one. Tariffs are a cudgel to convince other countries to cooperate in the devaluation of the currency. Or, at least, that's how they've been used in the past so that's what I expected this time around. If you listened to anything I said, you must have heard that. No?
Doug, until recently, was much more positive on Trump than I was. I was never able to look beyond operation warp speed. Neither of us voted at all.
》》Matt was touting Trump the great and how his controlled demolition of the dollar...
That 'touting' is, of course, nonsense. But the demolition part? Isn’t that exactly what’s been happening? The dollar’s down more than 10% year to date—the biggest drop since 1973. And they’re clearly working on reshoring and the rest of the stuff we wrote about.
Will it work? We don’t know. We've said it all along. But it’s clearly happening.
Can that—and Trump failing to deliver on his promises to rein in government bloat and deficits—both be true? Of course it can.
That’s nonsense. I explained his plan. I didn’t endorse it. When @Coffee and a Mike said to me, “this all sounds really good.” I replied with something like… “well, if it works, will America be in a better position by the time my kids are my age (30 years), yes, that’s possible. But, there’s a lot of pain between here and there.” Does that sound like touting Trump?
My optimism came from the stated plans to confront the real challenges America faced. Unfortunately, once he got a good look he rolled on his back like a whipped dog and pissed all over everything.
I said they had a plan to remake the global trading system and roll out a new currency system. Look around you. Can't you see it happening? I was never one of those who bought into Trump ushing in a golden age. I think Americans will be crushed by this if they don't prepare themselves for it and that's what I said.
Matt/Doug
I want so much to go on this Plan B trip to Uruguay but I have a wedding that week in my immediate family. I hope you schedule another one in the 1st Q 2026!!!
I think a virtual conference would be in order for those who cannot attend.
Doesn't this prove that the government we thought we knew is not the government we have, and that no one, ever, can reign in the corruption and malfeasance? What more do we need to prove this reality?
Regarding the Obama treason, here it was in 2010, but it was mostly ignored then.
Hopefully, it will not be ignored any more.
https://www.amazon.com/Manchurian-President-Communists-Socialists-Anti-American/dp/1935071874
Regarding the government we have now, it is nothing more than an organized crime criminocracy masquerading as a government. Nothing more than that.
Obama was a disaster in many ways, but we must remember he was the ultimate puppet and made no crucial decisions on his own. He was not, as he often told us, the "smartest guy in the room." Truth told, he was the village idiot in an empty suit.
High-fructose corn syrup moon ...
I didn't connect the two. The "by extension" part is all you.
Dan,
You're now arguing with ghosts. I was always very clear about this one. Tariffs are a cudgel to convince other countries to cooperate in the devaluation of the currency. Or, at least, that's how they've been used in the past so that's what I expected this time around. If you listened to anything I said, you must have heard that. No?
Doug, until recently, was much more positive on Trump than I was. I was never able to look beyond operation warp speed. Neither of us voted at all.
》》Matt was touting Trump the great and how his controlled demolition of the dollar...
That 'touting' is, of course, nonsense. But the demolition part? Isn’t that exactly what’s been happening? The dollar’s down more than 10% year to date—the biggest drop since 1973. And they’re clearly working on reshoring and the rest of the stuff we wrote about.
Will it work? We don’t know. We've said it all along. But it’s clearly happening.
Can that—and Trump failing to deliver on his promises to rein in government bloat and deficits—both be true? Of course it can.
That’s nonsense. I explained his plan. I didn’t endorse it. When @Coffee and a Mike said to me, “this all sounds really good.” I replied with something like… “well, if it works, will America be in a better position by the time my kids are my age (30 years), yes, that’s possible. But, there’s a lot of pain between here and there.” Does that sound like touting Trump?
I don’t recall that instance. I know he also seemed to be optimistic on Donald but I haven’t heard any optimism from him since doge failed
My optimism came from the stated plans to confront the real challenges America faced. Unfortunately, once he got a good look he rolled on his back like a whipped dog and pissed all over everything.
Yeah that’s been my take on your view. Love your stuff Matt. This crisis investing team is top notch.
I said they had a plan to remake the global trading system and roll out a new currency system. Look around you. Can't you see it happening? I was never one of those who bought into Trump ushing in a golden age. I think Americans will be crushed by this if they don't prepare themselves for it and that's what I said.