Analysis: Trump Must Shrink Government or Fail Trying
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Housekeeping: Good Morning.
“The Gold reset is a process, not an event”
Today
* Discussion: What Must Trump Do To Succeed?
* Premium: TSLombard’s Steven Blitz on how interest expense is a problem
Discussion:
What Must Trump Do To Succeed?
TL/DR
* Persistent deficits short circuit capital investment cycles and kill growth
We weren’t crazy.. constantly spending without saving cant go on forever…
* The Fed must Monetize the Debt
98% of all dollars are not tied to economic productivity…
* Unemployment must rise…
The skinny
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