# I Was Wrong

*Permalink: https://kumarletter.com/posts/i-was-wrong*

*Published: 2026-02-05*

I figured America would have to cope with burgeoning infra, healthcare, defense, defense, and pension debt sometime in the next 5-15 years.   
  
After some deliberation and brainstorming, I think we can kick the can down the road by 25-50 years and we have plenty of pivots to fend off the future now.&nbsp;  
  
I put together a resource on why our investment hamster wheels runs better than any other country on the planet. To buy myself some credit, I also did mention previously that we have the greatest upward mobility.&nbsp;  
  
My timing was off. I think dollar will weaken and we have bull markets from ~February end onwards. A wobble here and there, but otherwise, I think we're geared for a slightly weaker dollar and a monstrous bull market forward.&nbsp;  
  
In Europe - you cannot fire people or start over. There's no Ctrl+z for most of the world and no viable property rights nor freedom to have upward mobility.&nbsp;  
  
I go through some of the structural differences in the tax code and more in this link:&nbsp;  
  
[https://america.engineersf.com](https://america.engineersf.com)  
  
Enjoy.&nbsp;