You Are Not Bullish Enough
556: Front Running The Future
Good morning lords across the world.
Looks like the vibes might have shifted in our favor over the weekend. As President Trump rolls out a wild display of American aura at the White House with motocross flips and UFC knockouts, markets loved the peace deal announced this weekend.
On Sunday Trump announced a preliminary U.S. peace deal with Iran that would open the Strait of Hormuz. Markets reacted almost instantly with oil dumping and major indices ripping Monday morning. Bitcoin reclaimed $66,000, Ethereum climbed over $1,800 and several alt coins mooned over 10%.
It would appear at least for the moment - WE ARE BACK with crazy happenings and predictions popping up left and right:
Elon Musk is now a trillionaire.
The Knicks are NBA champs.
UFC Fighter Josh Hokit went psycho mode and said “Michelle Obama is a man” live on TV.
The S&P 500 has logged 23 all time highs in 2026.
Goldman Sachs raised its year end S&P 500 target to 8,000.
Defense, AI, robotics, energy, nuclear, and space are all seeing massive capital flows at the same time.
Major news headlines and drama aside, what is becoming harder to ignore is the sheer number of turbo bullish developments occurring simultaneously. AI spending continues to accelerate. Data centers are being built at a pace that would have sounded ridiculous just a few years ago.
Defense budgets are expanding around the world at record pace. Nuclear power is making a sneaky little comeback. Space is becoming investable to the masses. Robotics are leaving the lab and entering the workforce.
I think the argument that we are closer to a generational god pump than a crippling recession is becoming stronger by the day, not because every risk has disappeared, but because the scale of innovation, capital investment, and technological progress underway is becoming impossible to ignore.
Think about it brother.
Entire industries are being rebuilt in real time. Trillions of dollars are being deployed into infrastructure, energy, compute, automation, and defense. Markets may continue to experience volatility along the way, but it just seems like the long term direction of travel remains remarkably clear. We all know they are just going to keep printing and printing.
At some point, investors have to stop focusing on what can go wrong and start focusing on what is actually being built and what is ripping in front of their faces.
Today we’re going to review this latest surge in markets and the stocks picks and crypto highlights worth paying attention to this week. You can feel a major trend shift cooking under the surface that I don’t think most people are ready for.
There are some excellent opportunities to capitalize on and some signs that sentiment might be changing (especially in crypto land). Once again, our attempt is to front run the normie hordes and get you guys positioned before everyone is 100% “certain” that things have changed.
By then, gains will be had already and you might end up like this guy.
Dark stuff.
It’s time for you to lock in king. A few good plays can change your life.