Last week, Treasury Secretary Scott Bessent had some interesting things to say in his Wall Street Journal op-ed. Let’s see what we as investors need to know and act on.

If you asked a Wall Streeter what they thought was the best-performing major global stock market in the past month, they’d likely say the U.S. They’d be wrong. And it could cost them a significant profit opportunity.

It’s not shocking that foreign central bankers own more gold than dollars. It’s shocking they still own any dollars at all. As fellow libertarian traveler James Hickman – cofounder of Schiff Sovereign – points out, they may not be for much longer. So, what are the investment implications of the loss of confidence in the greenback? Let’s have a look.

Cabo Blanco is a sleepy beach town on the Peruvian coast not too far from the Ecuadorian border. But it’s a fisherman’s paradise. As macro investing legend Eric Fry points out, Cabo Blanco there’s a reason the waters around that town are so famous. In the same way, there are perfect conditions for investments that could easily become 10-baggers. Now, Eric has created a system that helps him find them. He explains more today.

It’s all in the Supreme Court’s hands now.
Nine Justices will decide, likely soon, whether or not President Donald Trump’s tariff regime is legal. This is a really big deal. Trillions of dollars in tax revenues are at stake. So is Trump’s foreign policy. The tariffs have been the focal point of his entire second term. Depending on how the ruling goes, we could see a massive impact on the stock and bond markets… as well as the dollar. So, what’s the story? And more importantly, how do we position our portfolios for it? Let’s answer those questions today…

The parallels between Ronald Reagan’s presidency and Donald Trump’s second term are hard to miss. So, today, let’s consider how the Trump administration’s new policies could unleash a once-in-a-generation stock market boom.