Good Thursday morning. Wall Street and the financial media are desperately trying to convince you that the economy is slowing and that tariffs will eventually be inflationary. They clearly have an agenda. Listen to these jackals at your own financial peril.

Animal spirits have returned. Within 6-12 months the US economy will be growing at >5% with a stock market that will continue to soar from here. The reason? The combination of the Trump Economic Miracle, the Innovation Revolution and an absolute ocean of liquidity across the US & globally. A generational bull market is underway, which has been our call for 3 years (from publishing ”The Big Bribe” in August 2022).

One of my longtime favorite market watchers is Helene Meisler and this morning she points out that last nights AAII Investor Sentiment Survey came in with bulls at just 30.8% and bears at a massive 44.8%. Even as we’re just 5 days away from ATH’s, bears are swamping bulls. Stunning, really. This tells us just h...