ICE
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It would have been worse under Kamala!!!! She would have invaded Iceland AND Greenland. She would have attacked Iran AND Israel. She would have nuked Canada while rising tariffs to 420.69%. She would have torn down the entire white house to build the non-white house! She would have made autism MANDATORY by forcing vaccines on children! She would have revived Epstein as a zombie-lich-king! She would have imported beef while personally killing every cow in America with her own bare hands! She would have sent masked ICE agents into people's homes!
TRUST ME BRO!!!!! Source? Fox news, X, and stormfront ofc.

I'm going to try to keep the politics in this to a min, but current and future bond rates are inextricably linked with how our the government is acting and the confidence in that government both domestically and internationally.
there is a lot of pressure on bond rates to go even higher:
* increasing inflation and low confidence in the fed to get it under control. this is mostly based on concerns that Warsh won't stand up to the administration
* lack of confidence in the secretary of the treasury Bessett has decent credentials, but he ran a hedge fund into the ground and now he controls the largest economy/banking system in human history.
* lack of confidence in the US globally, many of our allies have stopped buying our bonds or have started selling them. with fewer buyers for our bonds, the rates have to go up to attract sellers. the administration is seeking friends with governments that we historicallys haven't been friendly towards and is sowing more and more distrust with the allies that are both among the prosperous countries in the world and who we have had coalitions with for 80 years.
* more detailed inflationary pressures:
* oil prices because of market uncertainty (both with treats to Canada and the Iran war, Venuzuela does not correct for either of these)
* commodity pricing (grain, meat) are going up becuase they are highly dependant on fuel prices for production and processing
* tariffs/taxes on consumer goods
* increasing US debt for many reasons:
* war/defense spending
* decades of unpaid for tax cuts mostly to the wealthy
* DHS/ICE spending (unpaid for)
* decreasing amount of tax revenue as immigrants leave and quit paying in and we are losing high paying tech jobs to outsourcing and AI
* increasing medicare/social security costs with an aging population
* paying back tarriffs
Burry is saying a more reasonable 30 year treasury bond rate is closer to 7-8%.

Let me introduce everyone to ICE Pact

Crazy thing is that this would be achievable if not for the brain dead stupid stuff the GOP has done just in the last 1.5 years.
We need to shave 1, maybe 2% of GDP off the deficit for the deficit to be similar to GDP growth. That's $300-600 Billion.
Ending the war and the increases in military spending since 2024/2025 gets us probably $200 Billion. Cut ICE back to its previous budget gets us $50-$100 Billion. Ending the tariffs will reduce revenue but we're refunding that money anyway, and it will reduce inflation which will allow bond yields to come down, reducing what we pay in interest.
Those 3 things get us at least halfway there without even touching taxes. Corporate profits are like $5 Trillion with a T per year now, a $300 billion tax increase would barely be a blip, and that gets us the other 1% of GDP we need.
And if we actually tried we could do even better, this is just off the top of my head.

They still have people.
oh yah, I forgot USA govt also kills people using ICE

META, AMZN, CRM, ROP, SNA, PAYX, EPAM, CPRT, ICE, ULTA, ACN, RMD, FDS, GEV

Anything of those applications are covered by helicopters, that are cheaper, have more pilots, and a great deal more variety. Joby and Archer compete at a low tier, I.e if a few execs come in with more than weekender bags, these EVTOLs will not be able to accommodate without multiple trips to and fro. In specific markets where noise and emissions become important, they may have applications. But we are far far away from helicopters being banned. Further than regular ICE ground vehicles being banned. I can’t see 1%ers using them like Ubers, because they’re not necessarily ubiquitous or luxurious, and airports already have so much infrastructure around getting those folks from their private plane to their penthouse, beach house, etc. If that’s what you’re imagining.

But Trump is also willing to kill protesters. How many people have ICE killed?

The same consumers of media that eat up Charlie Kirk and Asmongold, and Alex Jones and Andrew Tates media. Plus all the people in the poor regions who want affordable bread and good work, who are too uneducated to understand what is actually going on with the complex economy. And its turns out campaigning on work and bread is very effective. "Arbeit und Brot" was used by a certain German during the great great depression. The campaign explicitly promised that the government would end unemployment, stabilize the currency, and ensure affordable, basic food necessities (like bread and eggs) for every "Aryan" family. I think you can guess who's german goverment that was, Adolf Hitlers.
Unemployment? Previous goverments fault and immgrants! Trumps ICE and tarrifs goverment he promised. Economy? All these other goverments and previous goverments faults! Tariffs (his followers dont realize American citizenspay them and that they have been proven not to bring the jobs home)! Affordable and basic life necessities trump promised to lower the cost of things through ways...
Those people in the poor regions though were able to be swayed by Bernie Sanders though when he was there. But the problem is Bernies ideas would hurt the rich investors who lobby so someone like him cant get in. Trump who runs on lies to the lower class can though!

I swear, at first, I thought it was going to be an ICE detainment facility.

The move to electric cars while comparably slow/low versus ICE, will be enforced over time - that will destroy the cat converter market, currently platinum’s biggest user by far.

José hiding from ICE

It's an ICE mask now

They blew billions on ICE and Israel, and you think the pittances you listed are going to tip the scales?