TWEEDLE TIMES—Get ready! Because while Americans both seethed and celebrated the July 4 passage of President Trump’s Big Beautiful Bill, all investors can likely expect the exuberant return of the Roaring Twenties.
Why?
Well, America is about to make the printing press hot again, but this time, with enough easy money to kick off a new wave of IPO orgies and animal spirits—not to mention the extremely speculative SPACs (Special Purpose Acquisition Company).
And to grease the skids, OPEC has agreed to flood the market with cheaper oil, which should temporarily lower inflation and energy prices as American corporations do backstrokes through the all-intoxicating bull-market punch bowl.
Yes. The promise of Ai efficiency and lower interest rates—once *Too-Late* Powell is tarred and feathered, then kicked out of Washington in May 2026—has crony capitalists salivating with the thought of accelerated growth, a strategic crypto reserve and a new Gilded Age of prosperity, where the benefits of excess, gluttony and billionaire barf will be so abundant that it’s sure to trickle down upon America’s tent cities and trailer parks.
Everybody wins in the home of the brave and the land of the free, unless of course, you’re a Honduran housekeeper or a Mexican farmer who’s trying to cross a moat full of alligators for a living wage.
It's true.
Those who are in the markets are about to get filthy rich, because there’s no foreseeable short-term geopolitical catastrophe to stop the festivities that are about to go down on Wall Street.
But while those who hold the power of the purse are free to spray corporate America with an ocean of freshly printed greenback dollars, my country ass is sitting here in Tennessee wondering if this live debt experiment with the world’s reserve currency will end any differently than its historical precedent 100 years ago, which we read about in Henry Harper’s, *The* *Psychology of Speculation*?
I mean, why stop with $3 trillion? Why not give every high-school senior three lines of cocaine and a Corvette at their graduation party? Seems just as rational….
But damn. American egos.
It’s like we honestly believe we can Big Stick and bluster our way through the world with neither consequence nor reprisal, no matter who we piss off in the process.
I’ll write more later about all the fiscal and geopolitical alligators that could bite our ass in the next two years, but right now is the time to stack the hay in barn!
By god, make as much as you can as you finish up your trades. Just don’t make any new ones, and make damn sure you’re sitting in a chair when the music stops, because it appears America has forgotten the golden takeaway from Forrest Gump: shit happens.
And if you think you’re going to be able to party until midnight without a watch, don’t get pissed off when your threads turn to rags and your carriage morphs into a rotten pumpkin crawling with mice. Because I’ve noticed crisis has a way of humbling those who try to make their nest among the stars.
What will the breaking point be? No one knows, and neither does Uncle Warren, whose $350 billion wallet has been closed for a while.
All I’m sure of is Warren Buffett is fearful when others are greedy, so he must be scared shitless now.
Good luck,
Tweedle