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Thanks for the great analysis.
I feel that this dynamic may partly continue even after victorious midterms; HOWEVER, at some point, possibly after Senate majority is (almost certainly)increased and SCOTUS stacked, POTUS will unleash the real counterattack on the lawlessness.
They may also want to weather a little recession first, which is overdue and perhaps inevitable as the FED reduces its Balance Sheet. (Modestly rising interest rates can be good for Main Street, but not so much for Wall Street.)
Already Dems are looking worse and worse to the electorate. There is no blue wave happening.