Sizemore Investment Letter

Sizemore Investment Letter

A Radical Rethink for the Fed

Charles Sizemore's avatar
Charles Sizemore
Aug 26, 2025
∙ Paid
1
1
Share

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…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Sizemore Financial Publishing LLC
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture