Huge day. Massive news and potential catalysts from 1) a threatened US attack on Iran to 2) the falling US dollar to 3) Nancy Pelosi’s huge new stock buys.

The outlook? Asset holders win. We’ve never seen markets act like this for such an extended period of time. People who are invested in stocks and hard assets like gold and silver keep posting positive P&Ls… at least for now.

Today:

Let's get into it.

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S&P 500 hit a fresh all-time high Tuesday, rising 0.4% as tech optimism powered through political noise.

President Trump just posted this morning that “a massive armada is heading toward Iran.” He threatened that the US could launch a major attack on Iran if the country doesn’t “MAKE A DEAL,” declaring that “time is running out” and that “the next attack will be far worse.”

Nancy Pelosi just made huge updates to her portfolio, and she’s majorly bullish, it seems. She exercised call options on some big tech names, but the most surprising move was a buy of up to $1 million of a high-dividend asset management company (very atypical purchase for Pelosi). See the full Pelosi portfolio breakdown here →

Trump stated that he thinks the US dollar is doing “great” even though its value is down 11% over the past year. This clearly signals that Trump does not want a strong dollar (this seems to be part of his strategy, which is fine, just worth noting). The debasement of the USD has already led to much higher asset prices (see gold & silvers’ recent repeated all-time-highs) and will likely lead to increased US exports too. To be clear, a relatively weak US dollar isn’t a strictly bad thing; it’s just something to plan accordingly for.

Consumer confidence collapsed to its lowest level since 2014, falling below pandemic lows as tariff uncertainty rattles households.

The Fed kicks off its two-day meeting today and is expected to hold rates steady at 3.5%–3.75% when it announces on Wednesday. Powell's presser comes amid DOJ investigations into Fed renovations and a Supreme Court case over whether President Trump can fire Governor Lisa Cook. President Trump is also expected to name Powell's successor soon, with BlackRock's Rick Rieder emerging as a surprise frontrunner.

Standard Chartered warned that US banks could lose $500 billion to stablecoins by 2028, a sign of just how seriously traditional finance is taking the crypto threat.

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Cheers,
Brandon & Blake of Invested Inc