Keep pulling the thread on Nathan Dean.
A proposed second reconciliation bill, known as the Save America Act, includes $350 billion in spending for the Department of Defense.
The White House may request supplemental funding of $80 billion to $200 billion for fiscal year 2026 related to the conflict with Iran.
The anticipated supplemental funding for Iran is expected to be allocated to munitions and counter-drone technology, benefiting contractors such as Lockheed Martin, RTX, and Northrop Grumman.
Nathan Dean predicts President Trump will convert existing Section 232 and Section 338 tariffs around the Memorial Day period to maintain tariff leverage before the July 24th expiration of Section 122 tariffs.
The Farm Bill, National Flood Insurance Program, and Holloway Authorization Bill all require extensions by the September 30th fiscal year-end.
The estimated cost of the proposed reconciliation bill focused on the Department of Homeland Security is between $80 billion and $100 billion.
President Trump has stated he wants the first reconciliation bill passed by June 1st.
Nathan Dean believes that if the first reconciliation bill funding the Department of Homeland Security passes, the probability of a second, broader reconciliation bill passing drops dramatically.
Senator Mike Lee has stated that the proposed Save America Act likely violates the Byrd Rule for budget reconciliation.
Nathan Dean predicts there will not be a government shutdown on September 30th because it would be politically damaging for either party.
Loudoun County, Virginia, has halted the approval of new data center construction.
The Senate Banking Committee intends to hold a markup session for a cryptocurrency regulation bill by the end of the current month.