Milk Road Stocks(@MilkRoadStocks):Lyn Alden: a split Congress after the midterms keeps "the 7% of GDP deficits" in place "for the next two years." Gridlock rules out real spending cuts or tax hikes. She says it also rules out big stimulus or new tax cuts, and probably caps defense spending. US money supply has grown about 7% a year on average. It's growing slightly under 6% now, and she sees anywhere from 5% to 8% as "business as normal." "There's very little portfolio decision making I'm doing based on election outcomes." FT @LynAldenContact @BitcoinJesusETH @milkroaddaily.

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2026.10.31 17:30

Lyn Alden: a split Congress after the midterms keeps "the 7% of GDP deficits" in place "for the next two years." Gridlock rules out real spending cuts or tax hikes. She says it also rules out big stimulus or new tax cuts, and probably caps defense spending. US money supply has grown about 7% a year on average. It's growing slightly under 6% now, and she sees anywhere from 5% to 8% as "business as normal." "There's very little portfolio decision making I'm doing based on election outcomes." FT @LynAldenContact @BitcoinJesusETH @milkroaddaily.