Tactical Setup Remains Intact as the White House Engages in Quasi-QE and a Supreme Court Decision Nears
Jan 8, 2026
Discussed in today's video:
The administration’s directive for Fannie Mae and Freddie Mac to purchase $200B of MBS reinforces a highly stimulative policy stance, functionally resembling fiscal-driven QE despite no direct Fed involvement. Markets are focused on a potential Supreme Court ruling on Emergency Power Act tariffs, with consensus expectations skewed toward a strike-down and elevated near-term policy uncertainty. My base case is a short-term positive crypto market response if the tariffs are struck down, driven by temporary tariff relief and a subsequent growth impulse, th...