Skip to main content

LOL Trump is Your President Again

January 20, 2025

Donald Trump gets inaugurated today as the next president of the United States.

This comes after a historic republican landslide that betting markets had absolutely correct going into the election.

Anyone who thought it was 4 guys in a room manipulating the markets were actually just hoping that was the case, because they didn't like what the betting markets were saying.

Tough shit.

You ignored the market and it cost you. 

Bitcoin is making new all-time highs this morning as the first Publicly Pro-Crypto President in history is about to take office.

You don't have to like the guy. In fact, you can hate Trump. Or love him. It doesn't matter when it comes to how we're going to profit from it.

And that's what this is all about.

If you let your politics influence your decision making in the market, you're an extremist. And there's no room for extremism in turning a profit.

Separate the two, or it will not end well. That I promise you.

And we've seen it over the last year.

Many of the libs that hated Elon and Tesla missed out on the best returns of any stock on the planet in the back half of last year. 

I think the republicans are about to get squeezed on their hatred for Disney now, in the exact same way. 

We dish it both ways around here. I don't care if you're a republican or a democrat. If you're too weak to overcome your political bias, I'm going to try to take your money.

That's my responsibility to my family.

And even if you don't even trade Crypto, and didn't participate in this $TRUMP coin over the weekend that broke the internet, I think it's still important to monitor.

Here's a great chart that I think explains the implications of new all-time highs in Bitcoin for Tradfi investors. 

We're looking at a ratio of the S&P500 High Beta stocks vs Low Volatility. Same peak. Same base. And awaiting the same breakout:

Notice how Technology represents over half the High Beta Index, with a strong dose of Consumer Discretionary in there as well.

So what's going to be the catalyst to drive the prices of risk assets higher?

I still think it's the Dollar. 

US Dollar Index futures are getting slammed this morning, on the day of Trump's inauguration. 

A break below 108 could send stocks, cryptos and other risk assets into a parabolic frenzy:

There's a lot going on right now.

Stocks are getting squeezed. 

The names with the highest short interest are exploding higher, costing the short sellers a ton of money.

We love that.

Today at 2PM ET, I will be co-hosting an Inauguration Day Special to talk about what we're doing about this new presidency and how it all affects the market.

Click here to join us today LIVE @ 2PM ET.

You're not going to want to miss this event!

The S&P500 is only 1.5% away from a new all-time high.

Bitcoin is making new all-time highs as we speak.

Sentiment is down in the dumps. Hedge Funds and Individual Investors are the most bearish they've been in a year.

What are they so scared about?

I don't know, but I couldn't be happier that they're doing the exact opposite of what historically works during a bull market.

Join us today LIVE @ 2PM ET to talk about which sectors we're buying, what a new President means to the market, and how we're approaching the rest of Q1.

If you take your portfolio seriously, you're going to want to be there.


See you at 2.

Here's the link.

Filed Under: