According to The Kobeissi Letter, US households are currently experiencing financial strain due to lower asset prices and ongoing inflation. At the end of 2024, US households held a record 29% of their financial assets in stocks, which have since suffered declines. This situation poses significant challenges for traders as market volatility increases and consumer spending is likely to be impacted. Investors should remain vigilant about the potential for further inflationary pressures and adjust their portfolios accordingly.

According to The Kobeissi Letter, approximately 40.1% of US tax filers are considering not paying their taxes, which impacts about 132 million households in 2024. Notably, only 59.9% of these households are expected to receive the DOGE Dividend check, differing from past pandemic stimulus strategies. This uneven distribution may influence DOGE's market behavior, as it could lead to shifts in investment patterns depending on households' financial responses to the dividend (source: The Kobeissi Letter).