Björn Bredehöft @2BSmart: "𝐖𝐡𝐲 𝐭𝐡𝐞 𝐅𝐞𝐝'𝐬 𝐈𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐜𝐞 𝐖𝐢𝐥𝐥..."

Germany

𝐖𝐡𝐲 𝐭𝐡𝐞 𝐅𝐞𝐝'𝐬 𝐈𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐜𝐞 𝐖𝐢𝐥𝐥 𝐃𝐞𝐭𝐞𝐫𝐦𝐢𝐧𝐞 𝐭𝐡𝐞 𝐕𝐚𝐥𝐮𝐞 𝐨𝐟 𝐘𝐨𝐮𝐫 𝐒𝐚𝐯𝐢𝐧𝐠𝐬 Dear Investors, Imagine the interest rate on your mortgage were no longer determined by economic data, but by a politician's low poll numbers. A single phone call from the Oval Office is all it takes, and interest rates plummet to zero. At the same time, your savings and loan are rapidly eroded by inflation. This very scenario is no longer just a theory in January 2026, but the epicenter of an unprecedented power struggle in Washington. Let's assume the Fed's political independence were to fall tomorrow. The president wants to stimulate the economy before the next election. He orders Jerome Powell or his successor to drastically cut interest rates immediately, even though inflation is still hovering around 3-4%. The short-term result is an artificial boom. Stock markets soar, and loans become cheap. But the consequences are inevitable. As the money supply explodes without any real return, the dollar loses significant purchasing power. Foreign investors are fleeing US Treasury bonds because they are losing confidence in the stability of the Treasury. The result would be a spiral of hyperinflation and capital flight that would dispossess the middle class, all to save a single election term. We are currently witnessing the most severe attack yet on this foundation. The fact that the US Department of Justice is launching criminal investigations against Jerome Powell on charges of overpriced building renovations is, for market observers, a transparent maneuver. This isn't about marble floors in Washington. It's about the period after May 2026, when Powell's term ends. The political pressure to sacrifice interest rates to reduce the government's debt is immense. Powell's use of the term "intimidation" in a video message last Sunday is a warning sign for global markets. The price of gold reacted promptly, reaching an all-time high above $4,600. Central banks must be able to make unpopular decisions. There are several good reasons for this: Politicians think in election cycles (4 years). The economy, on the other hand, needs stability over decades. Furthermore, if markets suspect that the Fed is simply doing what the president wants, inflation expectations rise immediately. Ironically, this drives long-term interest rates up, not down. And history has already shown this. Examples like Turkey or Venezuela painfully demonstrated what happens when monetary policy becomes an extension of the government. The currency becomes worthless. The current confrontation between the White House and the Fed is more than a political skirmish. It is a stress test for the global financial system. A central bank governor who has to defend himself against legal intimidation weakens confidence in the US dollar as a reserve currency. For us investors, this means: Volatility will persist. Björn $SPX500 $GER40 $NSDQ100 $BTC $GOLD

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