Mar. 9 at 7:07 PM
Flight‑to‑Safety (FTS) vs Fiscal Dominance (FD):
FD = rates decrease
FTS = rates incresae
Typically, acute crisis phase (war) → FTS
but.....
Funding phase (hangover)→ FD
Ya gotta pay the piper...
Pentagon is spending as much as
$2B+/day on the war not war - the first 100 hours cost US taxpayers
$3.7B
Note: 3 F-15E jets shot down by friendly fire =
$100M, high‑end munitions (missiles) =
$750M/day, non‑tracked ordnance (artillery, mortar rounds) = 35M/day, Aircraft ops:
$50M/day, etc (long list)
Rumour: Trump admin will send its formal funding request in the coming days -
$50B is ask w/ no offsets
$50B would be enough to restore health-care subsidies, universal pre-K education, & pay for construction of more than 100,000 units of housing for 1 year
$TLT $ITA.X -
$SPY $TIPS $GLD