Another US government shutdown is looming and markets are treating it like any other wedd. They're expecting the same confected tantrum Washington has thrown 21 times before. But they might be missing the real story. What is the real story.A bombshell memo from the Trump administration has revealed a plan to weaponize this situation in a way that's never been done. Turning a temporary crisis into a tool for permanent change. So stay tuned for the full story of Washington's latest shutdown, what it means for ...

Fiscal Policy & Debt - The new bill is projected to add approximately $500 billion to the debt in the first five years, with $270 billion added in the next year [6] - The bill includes a $5 trillion increase in the debt ceiling, the largest in history, potentially diminishing the urgency to address the debt [7] - A proposed alternative was a three-month debt ceiling extension of about $500 billion, requiring more frequent votes on the matter [8] Tax Cuts & Economic Impact - The bill includes 100% depreciation, considered a pro-growth aspect that allows businesses to quickly expense capital expenditures like bulldozers and dump trucks [3][4] - The 100% depreciation was supported in 2017 and its continuation is viewed positively for the economy [4] Special Interests & Reform - The bill contains special tax expensing for Alaskan whale captains [8][11] - A reform on food stamps was included, but Alaska was exempted from rules to reform the system despite a 60% fraud rate [11]

Government Policy & Economic Impact - A spending bill is expected to increase the deficit and raise the debt ceiling by $5 trillion [1] - The federal debt is projected to increase by $5 trillion over the next 2 years, necessitating another debt ceiling raise [1] Elon Musk & Company Concerns - Elon Musk is facing challenges, including death threats and scrutiny of his companies, while attempting to cut costs [1] - Elon Musk is dedicating significant time and effort (16+ hour work days) to his work, driven by a desire for a better future for the country [1] - The President's criticism of Elon Musk as "off the rails" and a "train wreck" adds to the challenges [1]

Federal Deficit & Debt - Grok estimates the U S federal deficit to be $24 trillion in 2025 and $24-25 trillion in 2026 [1] - The U S federal debt is expected to increase by approximately $5 trillion in the next 2 years [1] Political Implications - Politicians did not disclose the $5 trillion debt ceiling [1]

Government Policy & Debt - BBB (法案名称未知) 通过参议院，预计也将通过众议院 [1] - 法案将增加 5 trillion 美元的债务上限 [1] Economic Impact - 债务上限增加可能导致通货膨胀 [1] Cryptocurrency - 比特币总量限制为 21 million [1]

International Markets - US stocks still have a home bias, but international markets offer catalysts beyond just a weaker dollar [1] - Europe benefits from lower rates and fiscal stimulus, China from AI, and Japan from corporate reform [2] - Emerging markets, including Korea, Taiwan, and Latin America, benefit from the resurgence in hardware within tech and the reorganization of global trade [2][3] - International opportunities are not all dependent on each other, providing diversification [3] US Market & Fiscal Policy - The market has largely priced in the "big beautiful bill," with short-term positive impacts on equity markets due to growth boosts [4][5] - The long-term impact of the bill includes a potentially ever-expanding deficit, estimated to be in the trillions, which could create a floor on yields [5][6] - The market seems to have gotten comfortable with tariffs around 14% or 15%, after a previous range of 2% to 25% [8] Market Resilience & Outlook - The market has shown resilience to geopolitical risks, the reconciliation bill, and recession risks [9][10] - The path of least resistance for the market is higher, given its resilience to various downside risks [10] - The market could become more rangebound in the second half of the year due to higher valuations [12][13] - Diversified portfolios are up 6% to 7% in the first half of the year [14] Bond Market & Yields - Resistance has been met around 45% on the 10-year Treasury yield [15] - Yields could drift lower throughout the year, potentially providing opportunities for investors [16] - Even if yields remain stable, the income cushion will generate a decent return further out on the curve [16]

RT Mario Nawfal (@MarioNawfal)🇺🇸 SEN. RAND PAUL: CONSERVATIVE? NOT WITH A $5T DEBT CEILING"We have to judge the effects of the big, not-so-beautiful bill by looking at what happens to the debt next year.Supporters of the bill admit it adds $270 billion to the debt next year.That's the only thing we know for certain.We don't know what happens in year 3, 4, 5, 6... but we know next year, this bill will grow the deficit by $270 billion.In addition, the bill increases the debt ceiling by $5 trillion.What does t ...

Political Stance & Fiscal Policy - A campaign promise to reduce spending contrasts with voting for the largest debt ceiling increase in history [1] - Potential political repercussions for those who voted for the debt ceiling increase, facing primary challenges [1]

💯Mario Nawfal (@MarioNawfal):🇺🇸 SEN. RAND PAUL: CONSERVATIVE? NOT WITH A $5T DEBT CEILING"We have to judge the effects of the big, not-so-beautiful bill by looking at what happens to the debt next year.Supporters of the bill admit it adds $270 billion to the debt next year.That's the only thing we https://t.co/5om7k2L3L9 ...

It is obvious with the insane spending of this bill, which increases the debt ceiling by a record FIVE TRILLION DOLLARS that we live in a one-party country – the PORKY PIG PARTY!!Time for a new political party that actually cares about the people. ...