QE2026

Article · related

Everything Bubble 3 — Why the World Isn’t Collapsing (It’s Expanding Faster Than Our Old Tools Can Measure)

The world isn’t heading toward collapse — it’s undergoing structural expansion. Central banks cannot allow deflation, global collateral must grow, and the modern system is built to inflate, not implode. Everything Bubble 3 is the next phase of systemic survival.

Published Nov 8, 2025 Article · related

The Supreme Court’s tariff case is an underpriced macro tail risk. A loss could trigger refunds, disrupt trade policy, and force a rapid White House pivot.

The Supreme Court’s challenge to the administration’s IEEPA tariffs is one of the most underpriced macro risks in markets right now. With prediction markets assigning barely a 25% chance of a pro-administration ruling, traders and policymakers are ignoring the possibility that billions in duties could be invalidated—or even refunded. This piece breaks down the legal stakes, the economic shock potential, the emergency fallback tools the White House could activate, and why this ruling could reshape pricing, Treasury issuance, and corporate planning over the next 1–2 quarters.

Published Nov 6, 2025 Article · related

🚨 The Fed Just Tapped the MBS Repo Valve — Why That Matters More Than People Think

The Federal Reserve quietly conducted nearly $9 billion in mortgage-backed repo operations after months of inactivity — signaling early liquidity strain in U.S. funding markets. Historically, this is how quantitative easing begins: the Fed provides collateral support before publicly announcing policy shifts. This article examines the data, the 2019 precedent, the QE connection, and what it could mean for 2026.

Published Oct 17, 2025