Less Said, the Better…

Sitting tight with thoughts put out in our annual forecast here on January 7. I think this first 100 days of Shock and Awe need to play out. When first quarter earnings start coming out in April will be the time to be on guard.

I have been looking more into Steve Bannon’s writings and interviews as he is the original Playmaker of the MAGA crowd even though Project 2025 and the DOGE crowd seem to be receiving more media attention. We will be outlining some of this in the next few days, maybe starting later today. It is interesting in the divergence seen between Bannons’s core concept that the bottom-line problem in America is the reliance on Financialization and Tech elites and what Trump is initially doing.

My two takes on all this are:

1. As economic problems start to arise in Trumpland, that Wall Street and Silicon Valley wizards and their games will be who takes the first fall.

2. The rest of the World will abandon the US with new vigorous alliances arising. Some likely and surprising alliances may be Canada/Europe/Middle East; China/Mexico/Latin America, etc.

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