No Free Lunch
Disclaimer: Your capital is at risk. This is not investment advice.
Trump’s second term has ignited a “pro-growth” agenda of tariffs, spending cuts, and trade chaos, stoking inflation risks and leaving Jerome Powell with a Herculean task. Markets face a rollercoaster 2025, with sharp swings driven by Trump’s policies and a juggling Fed.
The AAA Model remains steady, up 3.7% this year, with China and gold swapping top spots. Commodities, led by energy, have gained momentum amid tariff risks, while gold nears $2780, eyeing $3000 as inflation fears grow. US equities are shining, but 2025 looks more like a steady climb than a euphoric rally. Investors, buckle up—this ride won’t be smooth.
