Re: Macro/Geopolitics-Where Are We In The Asteroid Field? How is Trump 2.0 navigating the treacherous Asteroid Field? It's time for a report card. I evaluate the Trump 2.0 Policy Playbook across: -Tariffs & Economic Statecraft -Redirecting the Fiscal Red Bull -Keeping Inflation Subdued/Terming Out the Debt -Containing Internal/External Threats

Add another $450B to the Reverse Marshall Plan tally. Sure, I expect the total number to get a substantial haircut, but if even a fraction of this Redirected Fiscal Red Bull comes to fruition, the CBO estimates for Economic Growth even ex Productivity Gains get blown out of the water.

After South Korea, the aspirational starting point for what I call the Reverse Marshall Plan is ~$9.8T. Do I think it all comes to pass? Of course not. Let’s apply some draconian haircuts and assume: 10% of combined ME/Trade Commitments of $5.6T: $560B 50% of Corporate Commitments: $600B 30% of NATO Redirection: $2T That alone is over $3T of Fiscal Red Bull REDIRECTION that the US Gov DOES NOT NEED TO SPEND. The CBO “Doomsday” estimates are for Budget Deficits to increase by $3T, assuming ZERO Productivity Growth improvements from the lowest levels we’ve seen since the 1970’s. Between that sandbagged estimate and the Reverse Marshall Plan, I’m taking the way OVER on US Growth prospects and the way UNDER on projected Deficits by 2035.

70% of NATO Redirection*

That’s how to do it! HANW!