We now have: 1. Trump saying he will keep stocks at record highs 2. $600B/year in Magnificent 7 CapEx 3. Fed cutting interest rates into 3%+ inflation 4. Global AI infrastructure spending at $1T/year 5. Fed ending Quantitative Tightening in 2 days 6. US deficit spending at >6% of US GDP 7. Nvidia larger than all but 5 national stock markets 8. Record corporate buybacks of $1.2T coming in 2026 9. Trump saying he will "completely cut" income taxes 10. Trump promising $2,000 stimulus checks in 2026 How can you fight this momentum?(The Kobeissi Letter)