Own assets or be left behind: Still not convinced of our view? The US government is about to hand out 400+ BILLION in stimulus payments for the first time since 2021. Meanwhile, the Fed is cutting rates as the labor market continues to crumble with US inflation back above 3%. All as Magnificent 7 companies ALONE are investing over 100 billion per quarter in CapEx amid the AI Revolution. The math is simple; the US government is handing out stimulus checks with stocks at record highs. This is fuel to the bull market's fire.(The Kobeissi Letter)