How can Treasury run a counter cyclical investment fund?

 

Clearly from the graph, Treasury participates in the cycle, it is pro cyclical as we see grey stripes about where parties swap.

Fed and Treasury frigged, the economy has to bet a sudden election. What is missing are those above average IQ governors from mid size states. Find them, they know about this cycle, they are in the middle of it. They know about government wobble and how to hedge it.

It really does hinge on them, repubs may be right not to trust them, but without them we are doomed. States with seven to ten districts, they are the center of gravity.  These states can optimally hedge the wobble. Their earmarks are the most liquid within the state.