It's A Wonderful Day

The Neighborhood Is Becoming Viable

It’s not confusing. I’m a Libertarian, and the government’s reach into any part of my life, excluding the appropriate payment of taxes, is reprehensible. I like Trump and Buffett, and through this period, their strategies have been more complementary than not, to the exclusion of tariffs, but that’s not too hard to figure. Hold a ‘sledgehammer’ firmly as you negotiate the “art of the deal,” and know that Trump holds a stronger position than Buffett.

What I’m Buying

On the futures side, I’m invested in Gold, Silver, and the Yen. Otherwise, I’m long a few October Natural Gas contracts, but that fits my primary investment scenario. I’m still holding about 45% to 50% in cash as “cash is king.” I’ve got about 2% in Bitcoin. You should, too.

So I’m heavy in Boeing, Ford, Nike, and Tesla. It’s a simple strategy. I buy good stocks when they are down, use both puts and calls, naked, covered, and more, as necessary. I’m a believer that revenues rule the future, and each of these entities will explode to much higher levels when future revenues become more predictable.

So why am I interested in the Natural Gas markets, and more so, why am I invested in Antero Resources, Cheniere Energy, Coterra Energy, and Peabody Energy. It’s simple, as I like energy. Trump does too. So does Buffett. They are the lynchpin of the future. It gives the United States a bargaining chip in the “art of the deal,” and Trump’s good at using that strategy. It’s not just the price of the tariff. It’s what comes with it.

Remember the Beatles? Remember the White Album? I do, and many of their songs left an impression on me, especially this one, as ‘happiness is a warm gun.’ It’s great to speak softly, but it’s always better to bring power into the deals you look to negotiate. In this case, the gun is loaded with energy, and that’s the power behind Trump’s “deal of the century.” Tariffs are getting clearer. It’s time to take a position, so I did.