The Reckoning 💥
@sethjlevy • 75,454 subscribers
We will make America wealthy again!
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🎥 America's factory-job slide is Manufacturing lost 323K jobs from Jan 2023 to Dec 2025. Since then it's up 101K in 5 straight months, and October beat expectations. Builders are hiring too: nonresidential construction is up 129K jobs to a record high, and data center construction is at a record $96B pace. Why now? Tariffs, plus the One Big Beautiful Bill's write-off for new factories, and that write-off has a deadline. I broke down the data 👇
The Reckoning 💥22,759 görüntüleme • 4 gün önce
Two things are true. 1) Trump has a plan 2) We don’t know exactly what it is Let Trump cook…
The Reckoning 💥82,066 görüntüleme • 7 ay önce
Trump, 6 days into his first term: “We should have taken the oil and maybe we will get another chance.”
The Reckoning 💥40,284 görüntüleme • 7 ay önce
I’ve said repeatedly lately that many of the people commenting on Trump’s plan relative to Iran suffer from a lack of imagination. Here is another example. Rickards is on stage with Bannon suggesting there are three paths forward in Iran. Regime change, mission accomplished or escalation. But why can’t it be all three? This is fully grounded in how you define these things. Is decapitating everyone who opposed the rise to power of Mujtaba and Ghalibaf a “form of regime change”, as Trump has referred to it? Can we once we have opened the strait of Hormuz and potentially seized Kharg Islamd credibly claim our mission accomplished? Is it an “escalation” to regain operational control of Hormuz and Kharg Island? It’s clear with sufficient imagination that these are not mutually exclusive tracks…
The Reckoning 💥30,537 görüntüleme • 7 ay önce
