Issue #6: Going to Cash — Iran Changes Everything
Special Bulletin: Iran launched military operations against Qatar. All positions closed. 100% cash. We re-enter when we can see clearly.
Special Bulletin: Iran launched military operations against Qatar. All positions closed. 100% cash. We re-enter when we can see clearly.
The week the market sold good news and bought bad news. Distribution regime, the forced-buyer rotation into defensives and cash, and the electricity tilt.
Your financial advisor sends you a quarterly letter. Your 401(k) sends you a statement. Neither one tells you what's actually happening. Here are the 5 numbers that matter right now — and what each one means for your money. You don't need a Bloomberg terminal. You
Bill Gates, Sam Altman, Mark Zuckerberg, and Jeff Bezos are all making the same bet. It's not AI chips. It's not crypto. It's uranium. Here's why — and what it means for your money with 583 days left on the clock.
There's a record $7.77 trillion sitting in money market funds. The people who own it think they're being safe. The central banks — who literally print the money — are buying gold at record pace. Here's the math nobody does.