Response to Dalio Some people still think that tariff disruptions mean the United States is finished, the global economy is doomed, and we’re all supposed to cower in fear while the self-appointed geniuses at the WEF like Dalio usher in their “beautifully engineered” global reset. Give me a break. This latest round of panic-porn is just recycled globalist propaganda — fear marketing at its finest. They want you to believe that exporters are lining up to abandon the American consumer, that the dollar is about to evaporate, and that America’s debt is some unmanageable black hole. It’s the same tired song they’ve been singing for decades — and just like every time before, it’s wrong. Let’s get something straight: if America were a company, it would be a screaming buy. Look at the balance sheet — land, resources, innovation networks, financial systems, population scale, and global influence. Stack that against the national debt, and it’s laughable. Relative to its asset base, the U.S. debt load is peanuts. It’s like buying Amazon in 2001 because you understand that growth and dominance crush short-term financial optics. Only fools — or agenda-driven “experts” — miss that. Even more absurd is pretending there’s no way out. In reality, it would only take three things: •A 10% cut in spending (which is nothing in the grand scheme), •Boosting productivity modestly (which is already happening, especially with technological revolutions underway), •And GDP growth averaging around 3.3% over the next several years. Hit that — and guess what? — the debt shrinks to a completely manageable, boring number. This is basic math. But you’ll never hear about that from the fear merchants, because hope doesn’t sell as well as panic. Now, let’s talk about AI. Yes, AI is being hyped and manipulated by the WEF crowd as their next control lever. True. But AI isn’t evil by itself. It’s a tool — and like every revolutionary tool before it, it can either be used to enslave or to liberate. If deployed by free markets and real innovators — not centralized planners — AI could easily become the engine that drives the next American super-cycle: massive productivity gains, cost reductions, new industries, new wealth. The same AI they hope will tighten control could just as easily blow their whole fragile little control grid apart. The real problem isn’t tariffs. It isn’t debt. It isn’t even AI. The problem is this constant narrative warfare trying to convince Americans (and the world) that we are helpless, hopeless, and just waiting for our betters to fix everything — when in reality, we have every tool we need to not just survive, but crush it. If Dalio and the rest of the Davos set actually believed their own collapse stories, they’d be hiding in bunkers in Wyoming, not posting LinkedIn thought pieces and pitching new books. They don’t believe it. Neither should you. The world isn’t ending. It’s just changing. And if you stay calm, think independently, and ignore the fear-for-sale crowd, you’ll realize that you’re standing on the most valuable real estate, in the most productive network, at the dawn of one of the greatest potential growth periods in history. Panic is a product. Don’t buy it. BK

Hey everyone looks like about 2:30 EST start time on the live stream instead of 2 PM look forward to seeing you all there. There’s a lot to talk about… youtube.com/kendallreport

"Uncovering the Impact of the Economic Sea Change" Commentary for Monday February 6, 2023 youtube.com/live/7DKd9caEqS8…

More traction on our intermediate database moves up to 58% bullish… It’s going to be interesting to see how the next several months plays out. Outside of the Perma bulls I seem to be the one of few that see that markets will continue to move higher.