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The Bessent Doctrine: Engineering the 'Blockbuster' 2026

by A Carry-On and a Laptop

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The J-Curve Strategy

January 14, 2026

Treasury Secretary Scott Bessent has declared 2026 will be a "blockbuster year" for the U.S. economy. This is not accidental luck; it is the result of a ruthless J-Curve Strategy.

The Doctrine: Deliberately front-load maximum economic pain (tariffs, shutdowns, asset deflation) into 2025 to create a low baseline, ensuring that the pre-planned stimulus in 2026 looks like a miraculous recovery just in time for the midterms.