So here we are again, folks – another week, another Federal Reserve meeting that could shake up your portfolio faster than you can say “Jerome Powell.”
Last week was all about those inflation reports, and honestly? They were about as clear as mud. The Producer Price Index showed wholesale prices taking a nosedive (good news!), but the Consumer Price Index decided to run a little hot (not so good news). The markets basically shrugged and said “whatever” – ending the week in the green anyway because, well, that’s how markets roll sometimes.
But this week? This week is Fed week, baby.
Here’s the deal: Based on those mixed inflation signals, a rate cut on Wednesday is basically guaranteed. It’s like watching a movie where you already know the ending – the only question is whether it’s going to be a blockbuster or just another Tuesday.
What I’m really curious about is the “dot plot” – that’s Fed-speak for “here’s how many more rate cuts we’re planning.” Think of it as the Fed’s way of giving us a sneak peek at their 2025 playlist. And spoiler alert: any rate cut should be music to the markets’ ears.
Oh, and we’re getting retail sales data tomorrow morning too. Economists are expecting a 0.3% rise in August, down from July’s 0.5%. It’s like checking the pulse of American consumers – are we still spending money on stuff we probably don’t need? (Spoiler: probably yes.)
Now, here’s where it gets interesting. While everyone’s obsessing over Fed moves, there’s actually a bigger story brewing in Washington that most people are completely missing.
Remember Executive Order #14196 from February? Yeah, neither did most people because the mainstream media basically ignored it. But this thing could be huge – we’re talking about potentially reviving American economic dominance and maybe even saving Social Security from its inevitable doom spiral.
The gist? The administration is partnering with companies that control “reserve accounts” sitting on trillions of dollars worth of untapped natural resources. It’s like finding out your broke friend actually has a secret trust fund, except the friend is America and the trust fund is buried in the ground.
Three companies have already gotten “emergency status” and fast-track approvals. Translation: they’re about to get very busy, and their stock prices might just follow suit.
Look, rate cuts are nice and all, but this Executive Order situation? That’s the kind of thing that could create real, lasting wealth. While everyone else is watching Jerome Powell’s press conference, smart money is already positioning for what comes next.
The bottom line: Yes, the Fed meeting matters. Yes, rate cuts are generally good for stocks. But the real action is happening behind the scenes, and most investors won’t realize it until it’s too late.
So while you’re watching the Fed do their thing this week, maybe keep an eye on those mineral and resource companies too. Because sometimes the biggest opportunities hide in plain sight – you just have to know where to look.