Skippy & Doogles Weekly: Trump Accounts Reality Check + Strategic Stupidity in Action
🔥 Market Take of the Week
Every politician wants lower inflation. But if your playbook is "lower rates + more spending + tariffs," you're mixing ingredients for the opposite. The latest White House visual aid confirms it— near 0% interest rates might be the goal again.
🎙 This Week’s Podcast — Episode 234: “Trump Accounts Debunked, PE Myths, and Incentivized Stupidity” (Listen: Apple, Spotify)
Think all newborns get $1,000 and an S&P investment account? We read the actual bill—and it’s not clear that that’s what’s happening. In the episode:
Why the new Trump Accounts may be mostly vaporware (raw bill page 291)
The private equity hype machine (and how the S&P embarrasses it)
Incentivized stupidity—from politics to your portfolio
What a presidential doodle says about central bank independence
📊 Investing Insight of the Week
Private equity firms talk big. But their portfolio companies pay double the interest, have worse margins, and limp along on thinner cash flow. You could just add leverage to the S&P and outperform PE with less complexity (though we don’t recommend that either…).
🚀 Round the Horn
US dollar has worst start to the year since 1973 via Financial Times
Health care is remaking the US economy via New York Times
The Hustle pushing back on Basic Capital, as they should
OpenAI is recalibrating comp as Zuck gets on the offensive
Why investors should love dividends via Wall Street Journal
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