
The Kobeissi Letter|Sep 21, 2025 18:28
The FY 2025 US deficit will exceed 2 trillion:
With monthly US deficits now exceeding 300 BILLION, tariff revenue is barely making a 10% dent in the US deficit.
At the current pace, we could see a 2.7 TRILLION US deficit in 2026.
What is the long-term plan here? (The Kobeissi Letter)
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