1

This man is rigging the US Economy.

"I have asymmetric information. I am the house now. Bet against me if you want."

Institutions are already positioned.

Here's what's happening + how investors should position:

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2

America is $40 trillion in debt.

It borrows by selling IOUs called Treasury bonds.

The problem: investors want higher and higher interest to keep lending... but higher rates break everything: mortgages, stocks, the government's own bills:

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3

How bad is it?

Interest on the debt now costs over $1 TRILLION a year. More than the entire military.

And that's in a boom, with stocks at record highs, when deficits should shrink. Ours is 6% of GDP, double pre-COVID.

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4

Nobody cares until they have to care.

And the Treasury Secretary clearly has to, and his fix?

Use government money to buy back its own bonds, $4B at a time.

Like a company buying its own stock to prop up the price. Fake demand, so rates look lower than they really are:

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5

The man doing it is no bureaucrat.

Bessent made billions as a trader shorting the British pound and the yen.

"In my old job, I could push a button and trade a billion dollars of yen or euros or bonds."

Now the button is the US government, but here's why it won't work:

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6

The government controls short-term rates through the Fed.

But long-term rates are set by millions of investors deciding one thing: do we trust America enough to lend to it for 30 years?

Their answer right now? The HIGHEST rates since 2007:

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