The greatest wealth transfer since 2008 just started.
Look at the financial titans:
Goldman Sachs. BlackRock. Abu Dhabi's $1.7 Tril. Wealth Fund.
They're all quietly putting BILLIONS in this ONE controversial asset class.
And there's a 60-day window for investors to act: π§΅
In our view, the market today is discounting the last leg of a rolling recession, which will give the Trump Administration and the Powell Fed many more degrees of freedom than investors expect, setting up the US economy for a deflationary boom in the second half of this year.