Why do asset owners win? When governments respond to chaos by printing and easing, things we own go up faster than cash we earn. Shutdowns, tariffs, geopolitics = economic uncertainty Uncertainty + political pressure = stimulus, rate cuts, balance sheet support Dollar weakens and props up financial assets Assets reprice faster than wages or savings That’s why stocks, real estate, gold, and eventually our crypto benefits, even when the headlines are end of the world.

The Kobeissi Letter
@KobeissiLetter
01-25
We now have:
1. Another government shutdown on the way
2. Potential new 100% tariffs on Canada
3. President Trump actively looking to acquire Greenland
4. US “armada” heading toward Iran
5. DOJ investigation into Fed Chair Powell
6. BlackRock’s CIO as the likely next Fed
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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