@kevinolearytv
Mr. WonderfulI'm always looking for some indication what the Fed is going to do in October or December. What I think is happening here, and it's rather remarkable, you've got a consumer that is doing very well and at the same time 80% of companies are blowing away their earnings estimates, most of it driven by the productivity and margin enhancement of AI, which nobody saw coming. The best signal I think this administration could do is immediately is remove any taxes on fuel, energy input, diesel, and gasoline. Get gasoline prices down. That's the pain point that everybody realizes every day at the pump. You've got inflation on transportation costs, storage costs. The administration does have the ability to put moratoriums on taxes that are used by families every day and I actually I don't understand why they don't do that.
On the profile · Oct 2, 2026