The DOGE is going to unleash savings of mega proportions for the US Government. The result is a massive decrease of government jobs and money doled out for non-productive government workers. Initially, we will see a spike in jobless claims and a minor economic contraction.

However, the monetary reaction will be to re-open the spigots via the printing press with lower interest rates. In response we will get an upward swing in metals, cryptocurrencies and stocks. This will be coinciding with decreasing budget deficits meaning the decrease in bond yields may actually be sustainable. What most don’t understand is that Trump and Musk policies will allow the United States Dollar to continue to live a long life versus approaching oblivion.

We are only 1 month into the new administration and in that time have achieved what would normally take years.