I got asked about this by Gym folks that are duber than dirt today they think Trump is not capable of thellign the truth and hes out to steal and screw every guy on the street. These are your average Texas Red Hats they know trades not finance. SO its hit the non informed now Trump is a ----- to the lower middle and lower class tey know their getting screwed.
Greg your doing a great job on your coverage to this criminal mob in control.
(You're spot on there), Trump is flat-out saying: “cut rates to lower the government’s interest bill at any cost to the middle-class, US small businesses, and the US economy itself.” All is cares about is himself and family, while being selected these last 7 month, he's amassed 4.3 billion for the family and has made 32 million selling his cheap guitars (not made in America) and phony bibles of his, probably, (I wouldn't doubt), has his name mention, in his phony bibles of his. Once a phony always a phony, as far as I'm concerned.
Now I see what’s going on. Trump is using tariffs to fuel the inflation narrative, creating fear in the debt market which sends yields higher…creating foreign net seller in bonds that live up to the optics of trade war. This illusion allows him to cost average lower in bonds…because Trump is not a moron.
Tariffs are a multi faceted weapon that slows down growth, slows down employment and eventually lags into the destruction of the economy that eventually forces the FED to cut interest rates…and cost averaging down on bonds allows him to buy even more dirt cheap and then profit even more when the FED is forced to cut.
Trump’s trade here is smart. His tactics are smart here. He is not a moron. This is also why I have been buying a lot of TLT and TLTW, cost averaging down for the past few months. It’s all for show.
If we assume that Trump’s intention from the beginning was to force the Federal Reserve to cut rates using optics, specifically by creating economic tension through tariffs and public pressure, then his bond purchases take on a new, coordinated strategic meaning. His early positioning in corporate bonds before the full tariff rollout suggests he may have expected the economic pressure to eventually push the Fed into a rate-cutting cycle. That would mean he wasn't just passively investing, but deliberately pre-positioning for a monetary response that he would help engineer.
In this interpretation, the plan unfolds like this: Trump first acquires a large portfolio of medium-duration, fixed-rate corporate bonds (in early February), then launches a public and policy-driven economic tightening narrative through the use of steel, aluminum, and broader trade tariffs. These actions signal potential inflationary pressure and looming recession risk, a classic stagflation setup, which increases market expectations that the Fed will have to respond by cutting rates.
The fact that he bought these bonds, particularly those maturing between 2029 and 2034, before the tariff escalation, strengthens the argument that he expected to manufacture the environment for their eventual appreciation. Add to this a few floating-rate notes (which serve as short-term income plays while rates remain high), and the portfolio reflects a deliberate barbell strategy: earn now from floaters and short-term munis, while waiting for capital gains on longer-dated corporates once the Fed cuts.
This becomes especially compelling when you consider Trump’s historical behavior: he’s openly criticized the Fed for years and understands how market narratives shape central bank reactions. If the optics of economic stress, even self-induced, can steer Fed expectations toward easing, and he is positioned in assets that benefit from such easing, then he is effectively monetizing his own economic pressure campaign.
If the goal all along was to force rate cuts through narrative engineering, then this is a coordinated macro strategy. It’s a hybrid of politics and portfolio, one where public policy is used not just for votes or leverage, but as a monetary trade setup. And in that context, Trump’s bond buying isn’t just opportunistic, it’s tactically timed, optically fueled, and potentially very profitable if the Fed blinks. The longer the duration, the more sensitive the bond is to rate cuts, meaning his holdings in 2029–2034 debt could rise 3–8% or more in value, translating into millions in profit purely from market repricing triggered by the very fear-based narrative he helped shape.
Using his strategy he would be selling his long stuff when the ten year yields maybe 2.5 percent? Which he assumes will happen in a couple of years or more?
spot on, Trump doesn't care about the economy or us, US CITIZENS, all he cares about is himself, (RUINING), our COUNTRY OF OURS, and the rest of the world sees that too.
We are the many being coaxed into debt enslavement via likes Of WEF. THIS is the real War. I consider other countries as under same SUSTEM are just dragging behind in months and years.
Trump is a statist, not a populist as he portrays himself.
Sounds right to me... DEVILISM in plain sight.
Pleased to meet you
Hope you guess my name
But what's puzzlin' you
Is the nature of my game
Rape murder.. just a shot away
Pleased to meet you, hope you guess my name, but what's puzzling you is the nature of my game.
Haha James Trafficant! Liked him he was the real deal, except the hair.
I got asked about this by Gym folks that are duber than dirt today they think Trump is not capable of thellign the truth and hes out to steal and screw every guy on the street. These are your average Texas Red Hats they know trades not finance. SO its hit the non informed now Trump is a ----- to the lower middle and lower class tey know their getting screwed.
Greg your doing a great job on your coverage to this criminal mob in control.
(You're spot on there), Trump is flat-out saying: “cut rates to lower the government’s interest bill at any cost to the middle-class, US small businesses, and the US economy itself.” All is cares about is himself and family, while being selected these last 7 month, he's amassed 4.3 billion for the family and has made 32 million selling his cheap guitars (not made in America) and phony bibles of his, probably, (I wouldn't doubt), has his name mention, in his phony bibles of his. Once a phony always a phony, as far as I'm concerned.
Trump is getting rid of the old order deep state and building a new deep state.
Now I see what’s going on. Trump is using tariffs to fuel the inflation narrative, creating fear in the debt market which sends yields higher…creating foreign net seller in bonds that live up to the optics of trade war. This illusion allows him to cost average lower in bonds…because Trump is not a moron.
Tariffs are a multi faceted weapon that slows down growth, slows down employment and eventually lags into the destruction of the economy that eventually forces the FED to cut interest rates…and cost averaging down on bonds allows him to buy even more dirt cheap and then profit even more when the FED is forced to cut.
Trump’s trade here is smart. His tactics are smart here. He is not a moron. This is also why I have been buying a lot of TLT and TLTW, cost averaging down for the past few months. It’s all for show.
https://www.cnbc.com/amp/2025/08/20/trump-splurged-on-more-than-100-million-in-bonds-since-taking-office.html
If we assume that Trump’s intention from the beginning was to force the Federal Reserve to cut rates using optics, specifically by creating economic tension through tariffs and public pressure, then his bond purchases take on a new, coordinated strategic meaning. His early positioning in corporate bonds before the full tariff rollout suggests he may have expected the economic pressure to eventually push the Fed into a rate-cutting cycle. That would mean he wasn't just passively investing, but deliberately pre-positioning for a monetary response that he would help engineer.
In this interpretation, the plan unfolds like this: Trump first acquires a large portfolio of medium-duration, fixed-rate corporate bonds (in early February), then launches a public and policy-driven economic tightening narrative through the use of steel, aluminum, and broader trade tariffs. These actions signal potential inflationary pressure and looming recession risk, a classic stagflation setup, which increases market expectations that the Fed will have to respond by cutting rates.
The fact that he bought these bonds, particularly those maturing between 2029 and 2034, before the tariff escalation, strengthens the argument that he expected to manufacture the environment for their eventual appreciation. Add to this a few floating-rate notes (which serve as short-term income plays while rates remain high), and the portfolio reflects a deliberate barbell strategy: earn now from floaters and short-term munis, while waiting for capital gains on longer-dated corporates once the Fed cuts.
This becomes especially compelling when you consider Trump’s historical behavior: he’s openly criticized the Fed for years and understands how market narratives shape central bank reactions. If the optics of economic stress, even self-induced, can steer Fed expectations toward easing, and he is positioned in assets that benefit from such easing, then he is effectively monetizing his own economic pressure campaign.
If the goal all along was to force rate cuts through narrative engineering, then this is a coordinated macro strategy. It’s a hybrid of politics and portfolio, one where public policy is used not just for votes or leverage, but as a monetary trade setup. And in that context, Trump’s bond buying isn’t just opportunistic, it’s tactically timed, optically fueled, and potentially very profitable if the Fed blinks. The longer the duration, the more sensitive the bond is to rate cuts, meaning his holdings in 2029–2034 debt could rise 3–8% or more in value, translating into millions in profit purely from market repricing triggered by the very fear-based narrative he helped shape.
Using his strategy he would be selling his long stuff when the ten year yields maybe 2.5 percent? Which he assumes will happen in a couple of years or more?
Good summary of the probable plan. What do you think will be done to help rebuild the economy destroyed by this plan?
spot on, Trump doesn't care about the economy or us, US CITIZENS, all he cares about is himself, (RUINING), our COUNTRY OF OURS, and the rest of the world sees that too.
We are the many being coaxed into debt enslavement via likes Of WEF. THIS is the real War. I consider other countries as under same SUSTEM are just dragging behind in months and years.
sounds like save the nation or save the people...
Trump is taking us to a neo Feudalist system.
Just research how livestock is managed and that is exactly how we the sheep are managed and as always taken to slaughter
Meanwhile the Russian Ruble is sitting at 1800 whole points. One of the strongest forms of Bank Credit on earth. However its still only Bank Credit.
SAD!