Good Wednesday morning. Another garlic strong day for the markets (Dow Jones +537) yesterday as the "front-running of Trump 2.0" evolves into simply "The Trump Bull Market". As Tyler covered on his podcast, it’s likely that even we aren’t bullish enough. Our targets for Dow Jones 100k and Nasdaq 40k (in place from ‘The Big Bribe”, August 2022) will almost certainly prove to be too low.

Why? Because this is not a normal bull market. We have several powerful megatrends converging at the same time. At the end of the day, the combination of the “Innovation Revolution” plus the power of the "Trump Economic Miracle 2.0” will drive the US economy and equity/housing markets well into the 2030’s. The fact that this is the most pro-business Administration in history should have investors salivating.

And now, America First is coming to the world of AI. In one of his earliest actions, Trump just revoked the "Safe, Secure, and Trustworthy Development and Use of AI" executive order by the Bide...