Simon, a trader on Twitter, has been tracking the shifting winds in the market. The old-school bulls are adjusting their year-end targets downward, while inflation concerns refuse to fade. The new narrative? US assets are set to deflate as foreign capital retreats home. The market just endured a 10% correction, and now, after the fact, everyone is realizing what’s been brewing.
Policy uncertainty is the latest excuse for why the market is supposedly “uninvestable.” Sound familiar? We heard the same thing about China last year. But policy in the US isn’t as murky as some make it out to be. Trump is making it clear: either foreign countries drop their tariffs on American goods, or they’ll face reciprocity. Fair is fair. Taxing allies makes no sense.
The war in Ukraine remains a piece of the puzzle. Zelensky had a cozy relationship with Biden and the deep state. But now? When JD made that bold move in the White House, it raised eyebrows. Maybe he knows something the rest of us don’t.
The deep state, fake NGOs, and political class have a playbook, and it’s always the same. Keep the public anxious, outraged, and distracted, so they don’t notice the daylight robbery happening right in front of them. The Catholic Church once sold indulgences to keep power. Today’s ruling class sells war, pandemics, race, gender politics, climate hysteria, and even rewritten history—vilifying founding fathers, Churchill, Columbus, even Dr. Seuss. Anything to keep the peasants in line.
While the US is at least pretending to tackle its deficit, Europe is going in the opposite direction. Denmark’s prime minister is pushing a war tax to fund weapons. The EU is using another crisis to grab more power, pushing forward its long-held goal of a banking union. People, mesmerized by Ukraine, don’t see what they’re giving away—every last shred of sovereignty to the unelected lords of Brussels.
The “Savings and Investments Union” sounds harmless enough. But read between the lines. It’s another consolidation of power under the guise of helping citizens and businesses. More government, more central control.
One thing is clear: you have to keep a cool head in this chaos. Gun to the head, Simon’s strategy makes sense—invest in the US and Latin America. The EU and China? Long-term, they are uninvestable. History has proven that when things get rough, these governments will do whatever it takes to stay in control. In China, they’ll make you disappear in broad daylight. In Europe, they’ll jail you for posting a South Park meme.
The world is shifting. The smart money is moving before it’s too late.
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