spent hours going through congressional trading disclosures, and once you see the data, everything clicks.
What you hear on the news is not reality.
It’s a public narrative.
Politicians are not investing based on what they tell you. They are investing based on information you never see.
They are not sitting in cash.
They are not afraid of the economy.
They are not positioned for a small pullback.
They are loading the boat.
While they go on TV talking about budget cuts, peace, and economic uncertainty, their portfolios are screaming the exact opposite.
What They Say vs. What They Buy
Publicly, they talk about:
Budget discipline
Tech regulation
Fighting inflation
Privately, their money is positioned for expansion, volatility, and massive government spending.
That gap is where the truth lives.
The Three Sectors They Are Front-Running
1. War — Defense & Aerospace
Long: Lockheed Martin #LMT , #RTX Corp
No matter the headlines, the defense budget floor only goes one direction: up.
Wars may cool down in the media, but defense spending does not.
They know this. That’s why they’re positioned early.
2. Control — #Aİ & Digital Infrastructure
Long: Nvidia (NVDA), Microsoft
This isn’t a random tech bet.
It’s a bet on government-mandated AI, surveillance, cloud dominance, and digital control.
The so-called “Pelosi Portfolio” isn’t guessing.
It’s positioning ahead of policy.
3. Inflation — Energy & Hard Assets
Long: Exxon #XOM , Grid Infrastructure
AI doesn’t run on speeches. It runs on energy.
And the demand coming cannot be met without massive spending.
They know inflation isn’t going away quietly.
Energy and hard assets are the hedge.
The Reality Most People Ignore
Politicians don’t invest for fun.
They see appropriations bills before the public.
They know where capital will flow months in advance.
They know which sectors will be protected — and which will be sacrificed.
Yet retail investors are still debating press conferences while the rule-makers position silently in the background.
Final Thought
If you want to understand what’s coming next, stop listening to what they say and start watching what they buy.
That’s where the real signal is.
I’ll be sharing the full list of what they’re accumulating next.
Stay sharp.
