Current situation: 1. US GDP growth is at its strongest pace since 2023 2. CPI inflation unexpectedly fell to 2.7% last month 3. Trump is appointing a new Fed Chair who will cut rates 4. Oil prices are down to their lowest level since 2021 5. Equity ETFs have attracted a record +$1.4 trillion in 2025 6. Magnificent 7 AI investment is now above $600B/year How can you fight this momentum?(The Kobeissi Letter)