Markets Just Got The Green Light To Go Much Higher Through The End Of The Year

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Speakers include Jan van Eck, Lyn Alden, Jeff Park, Anthony Scaramucci, Matt Cole, Caitlin Long, Dan Tapiero, Mark Yusko, Brandon Lutnick, Fred Thiel, and many others.

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To investors,

Uncertainty is a cancer that can spread fear through a market. It can kill optimism quickly because as the uncertainty mounts, the flow of capital slows and asset prices lose momentum. It is this loss of momentum that becomes dangerous to bull markets.

Thankfully, we got extreme clarity yesterday on two major topics that investors care about: interest rates and our China trade relationship.

First, Jerome Powell and the Federal Reserve cut interest rates 25 basis points during the conclusion of this week’s meeting. The decision was not a surprise, but some of Powell’s commentary around the decision was noteworthy.

The Fed Chairman still believes there is potential risk to rising inflation, which frankly has failed to show up as he previously predicted, and he believes there is continued pressure on the labor market. His exact words were “risks to inflation are tilted to the upside, and risks to employment to the downside.”

That is central banker speak for “we are watching the market but there is not explicit problem I can point to and scare you with at the moment.”

At another point Jerome Powell was asked about the potential of a bubble in AI and the comparison to the 1999 tech boom. His answer was interesting:

Business models. Revenue. Profits. You know, things that real companies have! This rational take from the leading central banker will hopefully quell some of the doomsday predictions of a massive bubble in AI.

So the good news coming out of the Fed press conference yesterday is that rates were cut once again. The 25 basis points decrease brings cheaper capital into the market, incentivized more research and development in the corporate sector, and should result in asset prices continuing to go higher over the coming weeks.

But the interest rate cut was not the only clarity we received yesterday.

Last night we got word from President Trump’s visit to Asia that the United States has struck an agreement with China. This agreement is widely being reported as a tariff truce that is aimed at easing trade barriers the two countries have put on each other in recent months. Given the fact that tariffs were not fully removed, I don’t know if I would call it a truce. I would likely call this something more akin to a de-escalation when it comes to tariffs.

Regardless of the specific wording, the important thing is that an agreement has been reached. Both the United States and China can claim victory in the outcome, which is an important component too.

So what exactly was agreed to?

Bloomberg explains the main components of this agreement include the US cutting tariffs on Chinese goods related to fentanyl down to 10%, China will buy a “tremendous amounts” of US soybeans and other farm goods, China will pause sweeping controls on rare earth exports, the US will roll back expansion of restrictions on Chinese companies, the US will extend a pause on some reciprocal tariffs for a year, and China will work with the US to resolve issues related to TikTok.

It seems that both sides gave something in the negotiation, which is how a good deal gets done. Everyone has to walk away feeling like they could have gotten a slightly better deal. But the leaders of both countries seemed to be pleased with the meeting. Even President Trump described it as a 12 out of 10 and had many nice things to say about President Xi.

This brings us back to how investors should perceive these events. It is nearly impossible to see interest rate cuts and a China agreement as a bearish catalyst that will lead to lower asset prices. The exact opposite is likely to happen. The United States is open for business and we have been running around the world striking trade deals that increase the amount of capital being invested in our country.

Add in the fact that our central bank realizes they have to get the cost of capital down, which is why they continue to cut rates, and you have a clear picture of the ingredients needed for a bull run to continue.

Clarity brings capital. Capital brings higher prices. Higher prices brings momentum. And momentum is really hard to stop once it gets going. The bull run is underway. The pessimists are wrong. This train won’t stop any time soon, so make sure you don’t poison your brain with fear porn.

We are cleared for lift off. The next few weeks and months should be a lot of fun.

Have a great day. I’ll talk to everyone tomorrow.

- Anthony Pompliano

Founder & CEO, Professional Capital Management

Wall Street Gives Credit Rating To Strategy For First Time

Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we unpack why Strategy securing a credit rating marks a major milestone for Bitcoin adoption.

Jeff breaks down what it means for corporate balance sheets, the upcoming Solana staking ETF, and how prediction markets are shaping global narratives — including the wild debate over whether Donald Trump might actually be Satoshi.

Enjoy!

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