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Many assert we can go to "wartime footing" to reshore.
1940 "wartime footing" was 27% of GDP deficit, Fed b/s up 10x in 3 yrs (via YCC), & "bigly" GDP growth👇
If Fed YCC'd 10y yields at 2.5%, TLT would rip higher... but TLT owners would go from eating steak to eating dog food

Dec 11, 04:31
*TRUMP: DON'T SEE WHY WE CAN'T HAVE 20%, 25% GDP GROWTH
*TRUMP SAYS MARKET SHOULD CONTINUNE TO GO UP WITH GREAT RESULTS
@HarzburgCapital I was trying to write merry Christmas and I think I misremembered by German from high school!
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