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Without weighing in on the article or your analysis, I would say that any viewpoint on monetary matters that doesn't gravitate in on May 2026 as a possible huge discontinuity is sort of prima facie counterproductive.

There's very little bandwidth and audience on monetary matters to start with. If we're talking about anything else, we're detracting from that.



> May 2026

What is potentially significant about May 26?


https://archive.is/wLflD -> "How Investors Are Preparing for a New Fed" (WSJ)



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