US national debt up $658 billion since July. That's about $100B per month.

All the talk about fiscal discipline? Pure theater. Both parties spend like there's no tomorrow, then act shocked when the bill comes due.

This isn't a left vs right thing. It's a math thing. You can't borrow forever without consequences — higher rates, weaker currency, eventual inflation pressure.

Markets don't care about promises. They care about cash flows and solvency. Right now, the trajectory is ugly.