We're only a few weeks into President Donald Trump's second term... And his administration is already playing a high-stakes geopolitical chess game on our northern and southern borders.

We're Watching a High-Stakes Chess Game By Pete Carmasino, chief market strategist, Chaikin Analytics We're only a few weeks into President Donald Trump's second term... And his administration is already playing a high-stakes geopolitical chess game on our northern and southern borders. The key pieces are the tariffs, of course. But it's not just about trade. It's about reshaping the whole North American economy. Trump's administration is taking a three-pronged approach. It's tackling...   1.  Immigration control, 2.  A fentanyl crackdown, and 3.  A trade rebalancing. Our neighbors are digging in their heels. But it looks like Trump is outmaneuvering them. One thing is certain... Recommended Links: Could SEC Rule S-X 4-01(a) Trigger the Biggest Gains of 2025? You've probably never heard of this obscure SEC regulation, but Professor Joel Litman has been studying it for his entire career. In fact, he has been waiting for a moment like this for 30 years. In his brand-new market update, he now predicts President Donald Trump is about to completely upend this regulation... and potentially trigger triple-figure gains in a shortlist of little-known U.S. stocks, beginning as soon as March 3. Click here for full details (includes a FREE recommendation). Texas Challenges the U.S. Dollar The state of Texas just created the No. 1 wealth-building opportunity anywhere in America today... by embracing a new alternative currency that's already making some people millions of dollars. This new currency has nothing to do with gold, silver, or oil. But it's a direct alternative to the dollar. Stansberry Research sent its in-house currency expert to the Lone Star State to investigate, and he found three smoking guns – undeniable PROOF that Texas is laying the groundwork to challenge the U.S. dollar and send massive shock waves throughout the U.S. financial system. Stansberry Research is breaking the story here first. As the chess game plays out, we'll continue to face periods of volatility in the markets. We're seeing that now. The broad market S&P 500 Index is struggling to truly break above its recent highs. That's also true for the tech-heavy Nasdaq 100 Index. But ultimately, I still expect investors like us to see a lot of upside. Put simply, it doesn't matter how you feel about Trump. In the market, the results are what matter. And we're still in the early stages of this chess game. So we should expect some short-term turbulence. The markets are still adjusting to the new normal. But they're not falling off a cliff. Don't sell everything you own and run for the exits. Rather, be ready to capitalize on opportunities... You see, when the downside moves occur, you'll get chances to buy great stocks at better prices. I'm keeping my eyes on industries poised to enjoy potential trade adjustments. For now, software stands out as one of the best spots. Remember, that can mean the traditional software space, AI, and even the cybersecurity industry. We can choose from a lot of stocks. In the Power Gauge, the SPDR FactSet Innovative Technology Fund (XITK) earns a "very bullish" rating right now. It's how we measure the "innovative tech" subsector. And despite Trump's economic volatility and the AI drama we've seen in the news, this subsector is still going strong. In fact, it's among the strongest subsectors by performance so far this year. It's up roughly 9% since the start of the year. And the Power Gauge makes it easy to see why... Only four stocks in this fund earn a "bearish" or "very bearish" rating from the Power Gauge. But an incredible 52 are "bullish" or "very bullish." Folks, this is just one example. But I hope it makes it clear that this market is still offering a lot of opportunity. In the end, Trump's approach boils down to ensuring his vision for the long-term viability of our nation. By fixing these issues now, we can support lasting growth in the North American economy. Stay tuned and sharp. Always be ready to profit from any changes in the economy. Again, this isn't just a trade war. It's a strategic realignment of North American economic power. That's going to create volatility... and opportunity. Good investing, Pete Carmasino Market View Major Indexes and Notable Sectors     # Hld:     Bullish     Neutral     Bearish Dow 30 -0.56% 8 15 7 S&P 500 -0.32% 77 280 141 Nasdaq +0.06% 30 53 17 Small Caps -0.92% 397 1025 484 Bonds -1.36% — According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks remain somewhat Bearish. Major indexes are mixed. *  *  *  * Sector Tracker Sector movement over the last 5 days Staples +1.82% Utilities +1.1% Communication +0.94% Information Technology +0.7% Industrials +0.46% Real Estate -0.24% Materials -0.51% Financial -0.62% Energy -1.32% Health Care -1.77% Discretionary -2.37% *  *  *  * Industry Focus Insurance Services 11 34 8 Over the past 6 months, the Insurance subsector (KIE) has underperformed the S&P 500 by -3.82%. However, its Power Bar ratio, which measures future potential, is Strong, with more Bullish than Bearish stocks. It is currently ranked #9 of 21 subsectors and has moved down 1 slot over the past week. Top Stocks MKL Markel Group Inc. PLMR Palomar Holdings, In THG The Hanover Insuranc *  *  *  * Top Movers Gainers CVS +14.95% GNRC +7.56% GILD +7.46% INTC +7.2% EW +6.92% Losers WAB -9.06% ANET -6.16% WAT -5.77% SW -5.05% CF -4.58% *  *  *  * Earnings Report Earnings Surprises HOOD Robinhood Markets, Inc. Q4 $1.04 Beat by $0.52 CVS CVS Health Corporation Q4 $1.19 Beat by $0.27 SW Smurfit Westrock Plc Q4 $0.42 Missed by $-0.17 VRT Vertiv Holdings Co Q4 $0.99 Beat by $0.17 KHC The Kraft Heinz Company Q4 $0.84 Beat by $0.06 *  *  *  * You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here. You're receiving this e-mail at STEVENMAGALLANES520.NIMS@BLOGGER.COM. For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. Please note: The law prohibits us from giving personalized investment advice. © 2025 Chaikin Analytics, LLC. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Chaikin Analytics, LLC. 201 King Of Prussia Rd., Suite 650, Radnor, PA 19087. www.chaikinanalytics.com. 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