Street Analysis

In an earlier post, we provided the outlook for the year 2026 for USA, which in general speaks to a fairly ‘negative’ view of the financial markets in the USA owing to variety of factors.

Now, we are perfectly comfortable calling out the fact that our country is truly in the crisis mode. Consider this as a Warning # 1.

It is now plenty clear that our President has completely gone rogue or rather started fully exhibiting his rogue behavior as part of his second term. As a result, we are on a path of self-destruction by this very evil as we have referred to him a couple times in the past. This evil has literally put us all on the path of not only a great danger, though, almost to self-annihilation or self-ruin. Earlier, it was a slow-moving train to the debacle and now we have sped up without any restraint as if it is all intended, only inadvertently.

U.S. attacked Venezuela as we began the new year and captured the dictator, Nicolas Maduro. Effectively, one fascist captures another one as part of the evil power grab strategy at the global stage. Next on the list is Greenland for which the actions are expected anytime from equally rogue administration – within weeks, not even months according to administration’s own account. The logic goes that Cuba action may not to be too far, either. Who knows what is next?

To spice it all up, just yesterday, our State Department announced that it will halt the immigration visa processing for 75 countries indefinitely. Here is the tweet on X platform. This is legal immigration, not illegal one, folks, to emphasize this dire fact. A nation of immigrants wants to isolate itself from 75 nations, not one, not two, but 75 of them – just about half of the total country count at the world level.

That is on the international front as we have not had enough on the domestic front throughout last one year ever since the President was inaugurated for his second disastrous term.

At home, recently, the Immigration and Customs Enforcement (ICE) agent killed an innocent protestor om Minnesota. All in the name of spreading fear and terror. The worst of it is calling the noble hearted protestor a ‘domestic terrorist’ when in fact our own government is well-entrenched on its crusade to become one.

One thing that is becoming more and more clear now that even the mid-term elections are stake now. Something unthinkable from the American history perspective. What if they are called-off the elections or what if the election results are not accepted much like 2020 election as the big lie of ‘stolen election’ was fed over and over to naïve Americans? The odds of all this happening, i.e. calling off elections with the foundation of the martial law in America just before the election time are more than 50-50% without an iota of a doubt.

Fast and furious actions by the administration are indicating clearly that we may soon fall in to a kind of ‘regime’ that the U.S. has often tried to topple in its long history of taking such dubious actions to exert its power and help maintain the superpower status. Now, any such actions are only self-inflicting pain inducing or even suicidal ones as we are sitting at the top of the mountain of debt and deficit – over $40 trillion of debt and $2 trillion annually at 6% of GDP respectively.

We are fast approaching the point of ‘non-relevance’, isolation and fast descent into poverty for many marginal households from the global economic standpoint.

While USA is on the path of self-destruction, China crossed a trillion-dollar trade surplus, $1.1 trillion to be exact, as its factories are humming and our jobless rate continues to inch up steadily for last one year since this President took over the charge, primarily owing to foolhardy tariff strategy that even a mega bill such as the Big Beautiful Bill Act (BBB) could not soften such a big blow.

Thereby, one in twenty households, about 5% are falling behind in its utility bills according to one recent report. At this rate, it will not be too long, if more and more people will struggle with basic needs such as food and shelter – hence the real specter of increased poverty rate.

All the progress that has been made in last several decades as shown in the graph here is at stake now. Clearly, the U.S. profligacy is primarily responsible for any debacle in future and now it is being fast tracked by the lunatic and evil President.

To top it all off, our country has become from one of the most ‘civilized and sophisticated’ into really uncultured, uncivilized, unsophisticated and even cruel one. Such morphing into a worse one, instead of a better one has made us not only a laughing stock all over the world, though, more and more shunned and looked down upon, which is of our own making.

There is no room for the dialogue with the other side of the political isle. Democrats are very upset, though, feel helpless. Independents wonder about this as always. All actions are unilateral by the President. Fantasy of acquiring Greenland is equivalent of raping someone or marrying by force. All on the pretext of security controls, which U.S. already possess over the landmass. The real motive is nothing but more and more power grab and profiteering from minerals to business deals to enrich the political class aligned with the evil initiative.

Constant barrage of insults to the Federal Reserve (Fed) Chairman Jerome Powell had been the norm for last one year and now the administration upped the ante by filing a criminal indictment on the Fed.

In response to the lunacy of recent two attacks – Venezuela and Fed, a few brave souls spoke up as they grew the spine.

Nevertheless, bulk of the Republican party is “spineless and coward devoid of any integrity” whereas the Democratic party continues to feel helpless.

These are painful times and everyday there is something new. When is it to stop? Beautiful words by the former president Barack Obama here during his campaign speech in Virginia and New Jersey in November of 2025:

“Let’s face it, our country and our policy are in a pretty dark place right now,” Obama told a roaring crowd of Spanberger supporters at Old Dominion University in Norfolk, Virginia. 

“It’s hard to know where to start.” he said, “because every day this White House offers people a fresh batch of lawlessness and recklessness and mean-spiritedness and just plain craziness.”

Obama blasted what he called Trump’s “shambolic” tariff policy and deployment of National Guard troops to U.S. cities. He criticized Republicans in Congress for failing to check Trump “even when they know he’s out of line.”

He said he was surprised at how quickly business leaders, law firms and universities opted to “bend the knee” to appease Trump.

Ignorance of a good part of populace of our country is unfathomable still enabling or even empowering this administration. Good thing is that there is an increasing awareness on this front. The bad news is that it is not anywhere near enough. We have a long way to go and it gets tiring as the bulk of the country is still sleeping and needs to awaken. It needs to awaken fast before we lose it all for God’s sake.

One good inspiring event is when the Ford factory worker, TJ Sabula, shouted the words – “Pedophile Protector” when the lunatic evil president visited the factory two days ago. Sure enough, the worker was fired. However, here is the interesting and inspiring part! Two noble campaigns were kick-started on a crowdfunding site GoFundMe and over $800,000 were raised for him by yesterday evening that he even requested to pause the donations as it was more than he needed to cover his expenses. Essentially, close to a million dollars within a day were raised to support this worker. That is the spirit of this country as also outlined in two recent posts – during Christmas and New Year respectively as follows:

Inspiring Story about 88-Year-Old Working Man: Can We do the Same for Our Country?

Inspiring Story about Corporate Generosity: Bonus of $443,000 per Employee at Fibrebond

Again, the factory worker is set for life by his one brave action by a true patriot, not the kind that our President likes to call a patriot who are nothing but bootlicking sycophants. Again, just one brave action by the conscious citizen. With proceeds invested wisely, he can make a decent living out of it even without having an ability to find and/or do the meaningful work for the rest of his life.

More and more folks need to muster up courage, dig up humility, admit the mistake of supporting such a monster and move towards the betterment of the society. Then only, we can start making a real progress as opposed to going into the valley of despair.

Many recent examples are truly courageous and inspiring as they spoke against the recent mischief by the Department of Justice (DOJ) for criminal indictment of the Federal Reserve, an independent institution.

Attack on Federal Reserve Independence:

1. JP Morgan CEO, Jamie Dimon, said that “not a great idea” to chip away at the Fed independence
2. Fed Chairman Jerome Powell stated in a recorded video released by the Fed, an unprecedented move: “The threat of criminal charges is a consequence of the Federal Reserve setting interest rates based on our best assessment of what will serve the public, rather than following the preferences of the President”
3. Central bank chiefs including European Central Bank President Christine Lagarde and Bank of England Governor Andrew Bailey said in a joint statement: “We stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell”. They further added: “The independence of central banks is a cornerstone of price, financial and economic stability in the interest of the citizens that we serve. It is therefore critical to preserve that independence, with full respect for the rule of law and democratic accountability”
4. Former Fed Chairs Ben Bernanke, Allen Greenspan and Janet Yellen, as well as former Treasury Secretaries Timothy Geithner and Henry Paulson, plus several former chairs of the Council of Economic Advisers who served under Republican and Democratic administrations said the following: “This is how monetary policy is made in emerging markets with weak institutions, with highly negative consequences for inflation and the functioning of their economies more broadly. It has no place in the United States whose greatest strength is the rule of law, which is at the foundation of our economic success”
5. Federal Reserve Governor, Michael Barr, mentioned this to Yahoo Finance today that “it is an assault on the independence of the Fed…I think these are just examples of the ways in which the independence of the Fed is being challenged”

Few brave souls from the senate banking committee members (full list here) spoke out as well regarding this “foot in the mouth” debacle by DOJ:

U.S. Senators:

• Thom Tillis (R-NC): A senior member of the Senate Banking Committee, Tillis was among the first to denounce the investigation as a move to “end the independence of the Federal Reserve”. He vowed to block all future Fed nominees until the legal matter is resolved.
• Lisa Murkowski (R-AK): Murkowski labeled the DOJ probe a “coercion attempt” meant to pressure Powell into following the President’s direction. She publicly supported Tillis’s plan to block nominees.
• Kevin Cramer (R-ND): While critical of Powell’s performance as chair, Cramer stated he does not believe Powell is a criminal and called for the investigation to be put to rest quickly to restore confidence in the Fed.
• Susan Collins (R-ME): Collins expressed strong belief in Fed independence and stated that the investigation seemed more related to the chairman’s resistance to White House pressure on interest rates than his actual testimony.
• Dave McCormick (R-PA): A Banking Committee member who defended Powell’s integrity, McCormick argued that concerns over Fed spending should be handled through Congressional oversight rather than criminal investigation.
• John Thune (R-SD): The Senate Majority Leader warned the administration that any investigation “better be real” and serious, emphasizing the need for the Fed to remain independent to maintain market stability.
• John Kennedy (R-LA): He called the investigation into Federal Reserve renovations a distraction, saying, “We need this like we need a hole in the head,” and stated he’d be “stunned” if Powell did anything wrong.

U.S. Representatives:

• French Hill (R-AR): The House Financial Services Chair described the criminal charges as an “unnecessary distraction” that could undermine sound monetary policy.
• Mike Lawler (R-NY): Stated that while he has policy disagreements with Powell, the independence of the Federal Reserve is “paramount” and opposed efforts to pressure the bank into action.
• Kevin Kiley (R-CA): Defended Fed independence as a “cornerstone” of the economic system that needs protection.
• Brian Fitzpatrick (R-PA): A former FBI agent, Fitzpatrick called the investigation “suspect” and demanded further justification for the probe. 

Source: Google Gemini

The net result: Gold and silver are soaring again or rather revolting like anything with gold price eying $5,000 and silver shooting for a $100 mark.

Attack on Venezuela:

1. Exxon CEO, Darren Woods, had guts to say that Venezuela is “uninvestable” – Kudos to him for being upfront and honest about it
2. Five Republican senators were brave enough to initially speak out against the attack on Venezuelan president out of which two buckled in later:
3. Five brave souls to begin with: Susan Collins (R-ME), Lisa Murkowski (R-AK), Rand Paul (R-KY), Josh Hawley (R-MO) and Todd Young (R-IN)
4. Stayed Strong (SS): Susan Collins (R-ME), Lisa Murkowski (R-AK) and Rand Paul (R-KY)
5. Buckled In and Sell-Out Souls Again (BS): Josh Hawley (R-MO) and Todd Young (R-IN). These two were “momentarily” brave and became sell-outs again by flipping their votes
6. Ultimately, the “chief bootlicker sycophant” veep (JD Vance) cast the deciding vote yesterday, broke a 50-50 tie and killed a Venezuelan war powers resolution after the Senate deadlocked on the measure. We were short by one vote, just one vote. Quite pathetic! Our country needs more and more brave souls to stand up to the tyranny from our government. Such tyranny is plenty evident in other war-torn and dictatorial regimes and we do not wish to be one of those countries. It will only take one little nudge to slide us into that territory. No kidding.

Cowards who kneel to the monster evil has brought our country to the brink of the ruin with the support of the ignorant populace. It is very upsetting. Highly disturbing and it is a high time to do something.

Lastly, the legendary money manager, Warren Buffett, has amassed enough dry powder of $382 billion with his cash pile by the end of Q3-2025. That says a lot in itself. It will not be surprising to see it easily cross $400 billion by the end of year 2025. In the next post, we can speak to the “fallen angels” of the market. Tread carefully!