3-Circle Investments by The Bear Traps Report

3-Circle Investments by The Bear Traps Report

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Weaponized Scarcity: Rare Earths, Supply Chain Deterrence, and the New Geopolitical Gameboard
Executive Summary
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Craig Shapiro
Soft QE, Hard Politics: Trump's Yield Curve Without a Compass
How the administration's revival of activist Treasury issuance risks reawakening inflation - with no credible anchor in sight.
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Craig Shapiro
Soft QE, Hard Politics: Trump's Yield Curve Without a Compass
How the administration’s revival of activist Treasury issuance risks reawakening inflation — with no credible anchor in sight.
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Craig Shapiro

June 2025

The Hidden Easing: Why the Treasury’s T-Bill Pivot Is Quietly Inflationary
What looks like fiscal prudence may actually be stealth monetary fuel—and the dollar could pay the price.
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Craig Shapiro
The Great Housing Reset: Why unwinding the housing bubble could be the best thing for America
For decades, owning a home has been the cornerstone of the American Dream.
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Craig Shapiro
2
Deflation by Design: Washington’s Quiet Doctrine That Could Reshape Markets
Something big is happening in markets—and it’s not being announced in press conferences or Fed statements.
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Craig Shapiro
The AI-Driven Labor Displacement Crisis, Consumer Psyche, and the Limits of Federal Reserve Interest Rate Cuts
Introduction
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Craig Shapiro

April 2025

January 2025

December 2024

© 2025 Craig Shapiro
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