The revolution of a new paradigm is here. In this dawn of a potential Golden Age, an end to government corruption and the forever wars of the military industrial complex is finally on the table.
If it isn’t all just a dream, we could be paving the way for future generations to experience what it really means to truly live free.
As an observer of the game, we’ve been making calls along the journey. Of course, we didn’t always get it right because after all, we’re not politicians. That being said, it is pretty tempting to take the “if you can’t beat ’em, join ’em” stance and mirror their portfolios.
We support this next revolution and we’ve been waiting for it. From our hardworking clients in the construction factoring space to our BRS partners who aren’t afraid to have skin in the game, we’re surrounded by Americans who refuse to live in fear or surrender to the man.
With the spirit of a modern-day revolutionary, we’re letting the waves of this new energy carry us through whatever uncertainty lies ahead. After all, building the new most often requires a dismantling of the old.
Here, we cover some interesting theories, predictions, and philosophies on what lies ahead.
Two Steps Forward, One Step Back
When we look at our current market landscape, the waters are choppy. We’ve spent time in the past reporting out on all the volatility and it continues to rage on.
Worries of a global trade war send the S&P 500 falling. Oil prices are also on the decline and the price of gold and bonds are on the up. Throw crypto and tech madness in the mix and we’ve got quite the stew brewing.
The Atlanta Fed’s GDP tracker posted its first expected quarterly contraction since July 2022. Call options for $TLT are at an all time high. With the 10Y at such a critical juncture, we could encounter a breakdown in yields if the trend continues.
We’re big fans of Howard Marks, co-founder of Oaktree Capital, whose market predictions have been right on the nose since the Dot-com days. His latest warnings remind us to not forget what happened back in 2000 as we’re hit with that old familiar feeling.
Right now, the US market consists of 70% of the world index. Mag 7 stocks make up 39% of our domestic market. Marks believes this top-heaviness is unsustainable and could lead to one of two outcomes: severe market correction or prolonged periods of low returns.
When questioned if we were in a recession, Treasury Secretary Scott Bessent likened it more to a hangover. The excess spending of the Biden administration is now Trump’s headache. He also hinted at a thawing out of the housing market sometime in the near future.
Bessent also outlined the White House’s plan of attack, which is to slow things down and cut back in order to move ahead.
As the cuts to government assistance programs take hold over the next several months, the administration will aim to stimulate private industry in the form of corporate tax cuts and deregulation. We may also see a loosening of monetary policy to bring back some balance.
A Defining Moment
As we stated last time, we crossed the threshold. We now have both feet in the new world. While the territory is very much uncharted, we’re excited to co-create a brand new future on our terms.
On the Hero’s Journey, a state of enlightenment or ultimate understanding is reached during what’s called the “Apotheosis” stage. In this peak moment, a hero gains a higher level of consciousness and knowledge, allowing them to face the final challenges of their journey.
Keep in mind that everyone sees what’s happening through their own lens. Depending on our personal politics, these turbulent times can make us retreat further into our ideological dens. We’re extra-sensitive and more ready than ever to defend ourselves.
It’s important to take a step back and remember the purpose behind our self-protection, especially when engaging with those who hold opposing views. At the end of the day, humans just want to be seen and belong. Yes, even the people who seem to be the most delusional.
When we let our passions get the best of us, we too get swept away by delusion. And at that point, we stop being effective and lose sight of solutions. In this new era, let’s embrace everything a higher consciousness perspective brings and ride out these waves with a clear head and an open heart.
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Until next time,