There is No Confusion…

I see a number of op-ed pieces in the media that want to build a story of how Trump does not have a plan, that he is just swinging from the hips. I disagree, he has a Macro plan and it is simple, move money to the top in any manner possible. The authoritarian-power aspect that underlies all of this kind of pulls a big smokescreen over what is really happening.

To me, observation and patience are key here for anyone not in the top 20% of the wealth ladder. There is enough dumb stuff going on in Washington that will eventually pull the rug out from under clueless Trump crowd.

In the meantime the stock market bubble is in wait and watch mode, animal spirits are quiet, as Trump Chaos keeps precious metals in the limelight. The December 29th high area for gold and silver remain important top levels in my opinion.

Plus, we have an update on the Climate Tech Model, changes it made on 1/5/26. For comparison we show allocation changes since mid-December 2025. The main change was decreasing allocation to the Green sector, and moving some allocation to finance ETF’s. Basically, anticipating investors will be more attracted to getting rich than saving the environment in 2026. The Model is fully allocated; it will add leverage when the bubble triggers.