We are quite literally watching history unfold before our eyes. š
This era will be studied and remembered for decadesāno question about it.
The S&P 500 has ballooned byĀ +$10 trillion in just 29 days. Semiconductor and AI stocks are explodingĀ 100%+ in weeks. And the Trump Administration is sitting on aĀ +550% gain on Intel.
When we started preaching the "own assets to win" thesis over a year agoāthisĀ is exactly what we were forecasting. š”
Yes, inflation is back. Yes, the labor market has softened. But hereās the truth:Ā none of that matters right now.
In fact, rising inflation has only accelerated the rush into yield-generating and hard assets that protect purchasing power. š”ļø
Check the numbers: justĀ 5 stocksĀ have driven nearlyĀ half of the S&P 500ās total gainsĀ since April 1st.
Those same tech giants? They're gaining even more steam thanks to rate cuts, deregulation, and historic waves of liquidity flooding equities.
Asset owners are riding one of the greatest wealth booms in modern history. Everyone else? Left behind. ššØ
Our 12+ month thesis has officially materialized.
#WealthBoom #AssetOwnersWin #HistoryInTheMaking


