Market analysis and a killer Mickey Mouse impersonation

[embed]https://twitter.com/cmt_anthony/status/1985417811657728225[/embed]   Anthony’s Key Points: On Interest Rates and the Fed: Anthony argues that the Federal Reserve has badly mismanaged monetary policy. He points out that 30-year mortgage rates rose from 3% under Trump to 8% under Biden, which he blames on poor Fed leadership. He says rates need to come down, but criticizes Jerome Powell for policies that effectively “take one step forward and two steps back.” He highlights that the Fed is planning to remove caps on rolling off mortgage-backed securities (MBS) from its balance sheet — a move that would increase MBS supply, lower their prices, and push mortgage rates even higher. In his view, that’s a “massive mismanagement” mistake. On Tariffs and Holiday Prices: Anthony downplays concerns that tariffs will cause a big spike in consumer prices during the holidays. He claims the core CPI fell from 6.6% under Biden to 2.5% under Trump, while real incomes and GDP were rising and deficits were shrinking — all signs, he says, of a stronger economy under Trump. While some imported goods like toys or fake trees might get slightly more expensive due to tariffs, he insists there won’t be a major impact on overall holiday shopping prices.