George Robertson
@BickerinBrattle
Really. The explanation is easy and straight forward and once you accept it and realize it all becomes clear. The POTUS is unhinged, a nut. His cabinet is all players who think he will be gone and they will be launched into something wonderful. Grifters and petty criminals.
The market is making this obvious. The key lexus is the US Canada intersection and there we have another problem. Carney is also a schemer and requires a Trump bad guy to win the election. His game plan is to have Canada join the "cool kids" EU.
This is the time to take everyone at their word, what they say, as to their ambitions and dreams and objectives. I am betting hard in a very professional manner that the "We the people" wake up. What my PL tells me is that I underrate the level of ignorance.
Trump genius - and he is a genius, a media genius - is he does understand how stupid and banal and hedonistic the American electorate - at least 52% - have become. He will use it until that number becomes 48%.
First signs of drop to 48%, way before the midterms in 2026. A major resignation in Team Trump, a desperate Eliot Richardson "I want to live" move. My guess is Bessent. Then the rats - Patel?