I read today that Bovino & his Border Patrol goon squad (~200 of them) are leaving Chicago next week, most likely to come to Charlotte. That will *increase* the load on CMPD. I hope Stein & company are getting ready to fight federalizing the Guard & keep out those from other states.

And the people, especially working class people and recent college graduates are feeling the crunch.

Ultimately, stimulus payments almost always end up being massive "involuntary taxes."

That is; you pay multiples worth of your stimulus payment in the form of inflation.

Own assets or you will be left behind.

Never in history has the US paid out stimulus this large with stocks near record highs.

The S&P 500 is ~3% away from all time high territory and up +35% since the April bottom.

All as the AI Revolution is in full swing with $200B+ in quarterly tech CapEx.

Own assets.

In another similarity to 2020, the Fed is currently "pivoting."

In September 2024, the Fed began a rate cut cycle with a 50 basis point cut for the first time since 2008.

Over the last two months, the Fed has cut rates by another 50 basis points.

Stimulus payments will add fuel to the fire.

In August, the US brought in a record $30B in tariff revenue.

However, the August 2025 US government deficit 𝘢𝘭𝘰𝘯𝘦 was a whopping $345B.

Tariff revenue is barely accounting for ~10% of our monthly deficits.

The debt crisis should be the top priority.

Trump also states that after this payment, tariff revenue will go toward paying US debt.

Over the last 5 years alone, total US debt has surged +$10T.

Since the government shutdown began on October 1st, US debt is up +$600B.

Can we really afford more stimulus?

As seen in 2021, stimulus checks massively boost spending.

However, the one-time "boost" is followed by a long period of high inflation.

Following the last round of stimulus, US inflation neared 10%.

Now, inflation is back on the rise, at 3%, and more stimulus may be coming.

Man, I'm sorry you still have to deal with that.