Is $34 Billion Enough to Create a Musk TACO Trade?
The very public “divorce” between President Trump and Elon Musk holds several invaluable lessons for investors. It also presents us with some powerful wealth building opportunities.
The very public “divorce” between President Trump and Elon Musk holds several invaluable lessons for investors. It also presents us with some powerful wealth building opportunities.
The typical investor today cut his teeth in the post-2008 world – when it has always paid to buy the dip. But in the chaotic, highly volatile market this approach and the purely buy-and-hold strategy is not going to work. It’s all down to one ominous chart of a “regime change” in the U.S. Treasury market that you need to be aware of.
We know that we’re living in an Age of Chaos. We know that it’s part of President Trump’s brand to stoke the chaos. And we know we’re only in the early innings of what promises to be a long ball game. So rather than fear it or – worse yet – ignore it… we embrace it. We trade it. Now, with rumblings of more chaos coming from the bond market, I pulled volatility wrangler Jeff Clark into the hot seat for a chat today.
The 10-year yield recently jumped from below 4% to 4.5% within days. And the 30-year yield topped 5%, its largest three-day increase since 1982. As we’ll look at today, these are classic hallmarks of the beginning of a debt spiral. That means America’s fiscal reckoning is closer than you think. So, if you don’t already have a plan to protect yourself, now is the time to put one in place.
President Trump is going all-in on Bitcoin… On Friday, his Nasdaq-listed Trump Media & Technology Group (DJT) announced it was raising $2.4 billion from investors to buy Bitcoin. It’s one of the largest Bitcoin buying deals for any public company. So it’s worth remembering why this crypto has become so popular and why you should have some in your portfolio as well.
The Senate is debating the Big, Beautiful Bill. And what has effectively changed? Nothing. Deficits are larger than ever. The debt continues to snowball. The bond market is starting to revolt. And there’s no light at the end of the tunnel. So, what happens next? I turn to my fellow Freeport traveler Bill Bonner for guidance.
With investors starting to question Uncle Sam’s creditworthiness, I asked my friend Jeff Clark to weigh in on what that means for our investments. Jeff is a 40 year market veteran. He is also one of the best volatility traders I know and volatility is the name of the game in this Age of Chaos.
The U.S. Court of International Trade stabbed a knife through the heart of President Trump’s tariffs on Wednesday night, but this saga is far from over. So, in today’s Navigator I’m going to break it all down for you. Then I’ll share with you how to position your investment portfolio to not only survive this chaos, but thrive through it.
If you feel paralyzed about all the talk of uncertainty, Louis Navellier gets it. But as he’ll show you today, there are three major market developments that are actually quite certain. It all has to do with a policy framework from President Trump tracking for months that Louis calls “Liberation Day 2.0.”
As we’ll explore in today’s Navigator, the days of costly, cumbersome bank wire transfers are numbered. And a newer, cheaper, sleeker way of sending and receiving funds is coming. Just don’t confuse stablecoins for “anti-dollar” cryptos such as Bitcoin. For all their potential usefulness, stablecoins have an inherent weakness that won’t go away.