US government just closed FY2026: $5.4T in, $7.4T out.
That's a $2 trillion gap. Every single year.
Imagine running your household like this. You earn $54k, spend $74k, and just shrug because you can print IOUs that everyone still accepts.
Eventually the music stops. Maybe not today, maybe not next year. But it stops.
This matters for your portfolio because:
• Currency debasement isn't a theory, it's policy
• Real assets (equities, real estate, commodities) tend to hold value when paper doesn't
• Don't fight the Fed, but don't be naive about what they're actually doing
The exchange rate you see today? The purchasing power of your cash? They're not guaranteed.
Plan accordingly.
That's a $2 trillion gap. Every single year.
Imagine running your household like this. You earn $54k, spend $74k, and just shrug because you can print IOUs that everyone still accepts.
Eventually the music stops. Maybe not today, maybe not next year. But it stops.
This matters for your portfolio because:
• Currency debasement isn't a theory, it's policy
• Real assets (equities, real estate, commodities) tend to hold value when paper doesn't
• Don't fight the Fed, but don't be naive about what they're actually doing
The exchange rate you see today? The purchasing power of your cash? They're not guaranteed.
Plan accordingly.