(And Why Your Portfolio Needs to Prepare)
| | Good afternoon. | It's Garrett, and I need to walk you through something that's about to reshape how you think about the next decade of trading. | Trump's about to announce his Fed chair pick, and the betting markets are screaming one name: Kevin Hassett. | This isn't just another Fed appointment. This is the first regime change since Volcker that actually matters for your money. | Look What 37 Years of Fed Sugar Built | Since 1987, every crash got rescued. Every crisis got drowned in liquidity. | Bernanke turned a $900 billion emergency program into $10 trillion over a decade. Markets learned: Don't worry, the Fed's got you. | Yellen kept rates artificially low while wages stagnated and asset prices exploded. Result? Your house costs triple what it should, but hey, your 401k looks great. | Powell's been running crisis management as standard operating procedure. Four-sigma events every year - volmageddon, repo spasms, SVB, Japan crash. Markets crash, Powell prints, everything inflates higher than before. | Tesla trading at 100x earnings? Normal. Nvidia worth more than entire sectors? Tuesday. | Watch What Happens When the Sugar Stops | Hassett's philosophy: Stop rescuing the system every 18 months. | That means when the next regional bank fails? Let it fail. When the next "too big to fail" hedge fund blows up? Let it blow. | No more emergency facilities that become permanent. No more targeted tools that target everything. No more "transitory" inflation that lasts three years. | When Apple drops 30% because money isn't free anymore, there's no Hassett Put coming to save it. | The Hassett Basket Takes Over | While mega-cap growth gets starved of cheap money, real assets start printing. | Energy pipeline companies with 8% yields suddenly look genius when treasuries pay 2%. | Industrial companies with actual factories, actual products, actual cash flows stop trading at discounts to companies that lose money on every sale. | Infrastructure stocks that got ignored for promising AI moon shots become the smart money. | This already happened in 2018-2019 when Powell first tried to normalize. Quality value crushed growth until COVID reset everything. | The 20-Year Cycle Flips | Every fund manager who's made their career buying dips and chasing narratives is about to learn what their predecessors knew before 1987: Fundamentals matter when money costs something. | Quality companies with real cash flows trade at premiums to speculation plays. Dividends matter when growth stops being free. Boring beats exciting when exciting goes bankrupt. | Energy, utilities, industrials, real estate - the stuff that actually powers the economy instead of just promising to disrupt it. | Want to dig deeper into positioning for this regime shift? I'm live every trading day in the pre-market breaking down exactly these macro moves and which specific names benefit. It's free for anyone. | JOIN MY FREE MORNING SESSION HERE. | Your growth portfolio built for the old regime is about to meet the new one. | The smart money is already rotating. The question is whether you're ahead of it or behind it. | Stay Positive | Garrett Baldwin | | See The Move BEFORE It Hits The Tape | | NEW: The Ghost Prints Surveillance Console detects institutional movement before price reacts—so you're acting on pressure, not chasing candles. | |
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