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Some guesses for 2026:
1. The Federal Reserve will lower the fed funds rate below 3.5%...
2. Which will spur economic growth and inflation...
3. Which will cause the long end of the Treasury yield curve to rise towards and above 5%...
4. Which will be unacceptable to Wall Street and the current administration...
5. Which will induce the Fed to begin yield curve control...
6. Which will cause material weakness in the US dollar...
7. Which will lead to further currency debasement...
8. Which will become fodder for large increases and volatility across risk assets.

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In light of these guesses… Gold, silver, other desirable commodities, and bitcoin will likely provide the best means of purchasing power preservation and accrual over the coming years.

Tommy "The Purchase" · 10w

Yeah, I think more inflation is always a safe bet, maybe this time it'll spin out of control and people will recognize how utterly goofy the system that enslaves them truly is.

Charlie Andrys · 10w

QE, but not QE. Some sort of bank reserve program.

Maybe Later · 10w

Does the weakening employment data give you cause for concern, or do you think the liquidity that follows is too great? Thanks.

Sounds reasonable and supports my 100% bitcoin position Jeff! Very disappointed in the OGs lately for selling and/or tradfi wanted to enforce OCP 3.0. Just let good things work!

how does reducing interest rate spur economic growth in the age of ai induced layoffs?

Vipassana Charlie · 10w

Yield curve control in 2026? I’ve been following Darius Dale’s research which doesn’t have durable yield curve control coming until 2029. I could live with 2026 😎