Macro Strategy Insights

You Ain’t Seen Nothing Yet

I’m not sure what it means that this song, by a Canadian band, is stuck in my head, but I think it sums up where we are. If we listen to President Trump or Treasury Secretary Bessent – “we ain’t seen nothing yet.” Both are openly discussing possible hardships that need to be endured to get to the endgame they are looking for. Increasingly the endgame is that President Trump wants to create a legacy of returning manufacturing to the U.S. and re-invigorating a middle-class lifestyle in the U.S. That is a laudable goal and it would be awesome if ... You Ain’t Seen Nothing Yet

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