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Today's question: Stocks are reopening near record highs on peace hopes — the same morning the U.S. struck Iran again. When the market and the news point opposite directions, which one do you trust? |
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| Kasper Soren |
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Welcome back. While you were grilling, the market got more complicated, not less. Stocks are reopening near record highs on hope that the Iran war is ending — but the U.S. struck southern Iran overnight, oil is pulling in two directions at once, and Trump is back to "great deal or no deal." Here's the tight read before the bell. |
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STOCKS SAY PEACE. THE OVERNIGHT NEWS SAYS WAR. |
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The market is voting for peace this morning — futures up almost 1%, a 91% implied chance of a higher open, the dollar falling as the fear premium drains out. The reason is Trump's weekend line that talks are "proceeding nicely." But the same overnight hours brought U.S. "self-defense" strikes on missile sites and mine-laying boats in southern Iran, and a warning that it's "a Great Deal for all, or no Deal at all." This is the seventh time peace has looked close. The first six faded within days. |
The oil market is telling the more honest story. Brent rose while WTI fell — partly a holiday-settlement quirk, but also a sign traders can't agree on what comes next. With analysts warning crude is near "minimum operating levels" and shortages possible by July, the risk isn't symmetric: a real deal eases prices slowly, but a collapse spikes them fast. Don't chase a gap-up open built on a headline that's broken six times before. |
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🎯 Actionable Trade Setup |
Watching: SPY at the open, USO/XLE for the oil split.
Bias: Cautious into strength — let the gap settle before acting.
Strategy: Keep an energy hedge; hold cash for a reversal. Don't buy the open on peace hopes alone.
Invalidation: A signed deal with Hormuz physically reopening. Strikes overnight say we're not there.
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Market Delta — Tue May 26, Pre-Market (Markets Reopen)
Dow futures +300 pts | S&P futures +0.7% | Nasdaq futures +1%(91% odds of higher open)
Brent crude $98.81 (+2.78%) | WTI $92.33 (-4.42%, holiday settlement gap)
S&P closed Fri at record 7,473 | Dollar weaker vs all G-10
Overnight: U.S. struck southern Iran ("self-defense") | Trump: "A Great Deal for all, or No Deal at all"
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A QUESTION FROM OUTSIDE THE MARKETS. |
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Not everything that matters to our readers is about markets. Many of you have written over the years about faith, health, and the questions that sit deeper than any portfolio. So today we're sharing something a little different — a viewpoint one of our partners asked us to pass along. We won't vouch for it; we'll let you be the judge. It centers on a single claim: that one mistranslated word, centuries ago, may have caused a great deal of needless suffering. |
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Sponsored |
Is the Bible killing you?
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According to Pastor Andrew, the answer is YES. |
And in his short video you should watch here, he provides very strong evidence to support this controversial (but rapidly growing) theory. |
At first, we were quite skeptical, and I even asked the pastor point blank… |
"Are you saying that God made a mistake?" |
The pastor was quick to respond, and said – |
"God doesn't make mistakes. But 1800 years ago, we believe a biblical translator DID." |
The pastor then went on to explain his theory… |
"It is our belief that ONE, single, mistranslated word in the bible – which occurred about 200 years after the death of Jesus – is responsible for an incredible amount of needless suffering." |
I felt that the pastor truly believed what he was claiming… So I decided to watch his video. And frankly, it was as shocking to me as it was eye-opening. |
But you be the judge for yourself. |
P.S. According to the pastor, certain left-leaning departments of our government are actively trying to suppress this. |
Watch the secret he exposes in his controversial video |
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THE SPACEX FILING WALL STREET HASN'T DECODED. |
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The SpaceX IPO is now the most-watched listing in history, expected in June at a $1.75 trillion valuation. But the loudest stories aren't always where the real money moves. The interesting question with any mega-IPO is the plumbing underneath it — index rules, fund mandates, and the forced buying that kicks in when a giant joins the major indexes. When a company that large gets added, the world's biggest passive funds may be required to buy it, all at once, regardless of price. |
One veteran tech analyst argues a recent SpaceX filing — paired with a quiet change to Nasdaq's index rules — sets up exactly that kind of forced-buying wave, and that a handful of early positions tied to the moment could move dramatically. |
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Sponsored |
I just uncovered the craziest — and most astonishing — thing I've ever seen in 30 years in tech and finance. |
It's a new SpaceX filing that could rock the entire market. Take a look… |
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It means Elon may have just solved the biggest liquidity problem in IPO history. |
If I'm right, this triggers a forced buying wave so large — BlackRock, Vanguard, Fidelity all move on the same day — that the gains could be historic. |
We got a clue when Nasdaq quietly changed its index rules. The biggest regulatory favor ever granted to a single company. |
Wall Street still hasn't connected the dots. |
Elon Musk predicted 1,000X returns… |
A handful of early positions tied to this moment could skyrocket. I've never said that about any IPO in 30 years. |
I put the full story together in a short video. |
Watch it here before the rest of the world does. |
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🎯 Actionable Trade Setup |
Watching: SPCX (SpaceX, June), and the index funds (VOO, QQQ) that may be forced buyers.
Bias: Cautious — index inclusion is real, but "1,000X" is marketing.
Strategy: Don't chase Day 1. If you want exposure, study the structure first; size as speculation only.
Caution: Mega-IPOs average double-digit first-year losses. Verify any specific claim before acting.
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🔒 OBBBA Rule Watch — Tax Rule of the Day
The Permanent TCJA Brackets: Why Roth Conversions Make Sense Now
The One Big Beautiful Bill made the lower Tax Cuts & Jobs Act tax brackets permanent. That removes the "tax cliff" many retirees feared at the end of 2025, but it also creates a planning opportunity: today's lower brackets are now the stable baseline, not a temporary discount. For retirees in their 60s with money in traditional IRAs, this is a strong window to consider Roth conversions — moving money from a traditional IRA to a Roth, paying tax now at today's locked-in lower rates, so that all future growth and withdrawals are tax-free. The math especially favors those in the years between retirement and age 73, when income is often lower and Required Minimum Distributions haven't started yet. Converting in a low-income year can fill up the lower brackets cheaply.
Why it matters: With brackets now permanent, a multi-year Roth conversion plan is no longer a race against expiring rates — it's a steady strategy. Model it with your tax advisor before year-end.
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THE 1934 PLAYBOOK NOBODY'S WATCHING. |
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While every eye on Wall Street is fixed on the SpaceX listing, history offers a quiet reminder: the system often makes its biggest moves while everyone's watching the shiny object. In 1933 and 1934, the federal government revalued gold almost overnight, transferring enormous wealth to those who saw it coming. The legal authority behind that maneuver was never repealed — it still exists today. |
With $39 trillion in federal debt and advisers openly discussing dollar-reset ideas like a "Mar-a-Lago Accord," it's worth understanding the mechanism — not as a prediction, but as preparation. |
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Sponsored |
In 1934, the government executed a legal order that transferred billions in wealth overnight. |
Most Americans had no idea it was coming. A small group who saw it early protected everything they had. Everyone else paid for it. |
Trump has the identical legal authority today. His advisors have discussed it publicly. The Mar-a-Lago Accord. A dollar reset. A gold revaluation. The mechanisms exist. The authority exists. And the motivation exists. |
If it happens, it happens fast, and the window to be on the right side of it is already closing. |
The SpaceX IPO is pulling every eye on Wall Street toward one shiny object. That's exactly the kind of moment when the system makes its biggest moves in the background. |
We put together a free 2026 Gold Guide that explains exactly what this authority is, why the timing points to now, and the one step ordinary Americans can take to position themselves before it happens. |
It costs nothing. Takes 30 seconds to request. |
The people who moved early in 1934 didn't have a warning. You do. |
Send Me My Free Guide Now >> |
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🎯 Actionable Trade Setup |
Watching: PHYS / GLD (gold), and physical bullion in personal custody.
Bias: Bullish on gold as a structural hedge.
Strategy: Accumulate on dips; physical metal outside the banking system is the cleanest hedge against any revaluation scenario.
Logic: Not a prediction — a hedge. Central banks keep buying; the structural floor holds near $4,500.
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DON'T LET A GAP-UP MAKE YOUR DECISIONS. |
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The market reopens hot, but the overnight strikes are a reminder that nothing is settled. Gap-up opens on geopolitical hope have faded six times in this war. Let the first hour trade before you do anything, keep extra cash for a reversal, and hold your hedges. Discipline beats reflex every time a headline moves the tape. |
🎯 Actionable Trade Setup |
Watching: Your cash level and your hedges, not the opening tick.
Bias: Patient and balanced.
Strategy: Let the gap settle. Hold energy + gold hedges. Keep dry powder (SGOV, ~4.3%).
The one rule today: Don't let a gap-up make your decisions for you.
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📋 Trade Cheat Sheet — Tuesday May 26
| TICKER |
THEME |
BIAS |
ACTION |
| SPY |
Record-high reopen |
⚖️ Cautious |
Let the gap settle — don't chase the open |
| XLE |
Iran / oil split |
🟢 Bullish hedge |
Hold — strikes overnight, deal unsigned |
| SPCX |
SpaceX IPO (June) |
⚖️ Cautious |
Don't chase Day 1 — speculation only |
| PHYS |
Gold / 1934 hedge |
🟢 Bullish |
Accumulate; physical metal outside banks |
| SGOV |
Dry powder |
🟢 Bullish |
Hold cash for a reversal, ~4.3% yield |
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📊 POLLMarkets reopen up, but the U.S. just struck Iran. Your move? |
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