Sizemore Investment Letter

Sizemore Investment Letter

A Radical Rethink for the Fed

Charles Sizemore's avatar
Charles Sizemore
Aug 26, 2025
∙ Paid

President Trump really wants a rate cut.

He wants one badly enough to push for the immediate resignation of Fed governor Lisa Cook on the grounds that she might have fudged a mortgage application to get a better rate.

Whether or not Trump nudges Cook out the door, he’s likely to get his cuts. The Fed funds futures market is pricing in two cuts this year.

I…

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