Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.
One of the best times in a long time to buy quality.
Ignore the bears.
Before the NFL season started, if I would have told you:
1. The Chiefs and Lions would miss the playoffs.
2. Phillip Rivers would come out of retirement.
What would you tell me?
Besides blowing your account up, is there a worse feeling than selling your Puts and watching that stock continue to drop all morning?
$NVDA $META $QQQ $SPY $GOOGL $BTC
We Now Have:
1. A rapidly escalating war between Israel and Iran
2. US tariff rates near the highest since 100 years
3. A Federal Reserve that is delaying interest rate cuts
4. The 10Y Note Yield rising back toward 4.50%
5. Oil prices up nearly +40% in 2 months
6. A worsening debt ceiling and deficit spending crisis
Yet, the S&P 500 is 2% away from a new all time high.
You can't fight this market.