Monday, September 29, 2025

This Record-Low Metric Signals "No Worries"

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Monday Takeaways: Credit Markets Send All-Clear Signal

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Controversial Law (S.1582) Unleashes America’s New Money

A brand-new form of government-authorized money is about to be unleashed on America… a so-called Dollar 2.0.

Treasury Secretary Scott Bessent says the Dollar 2.0’s value could "greatly exceed" $2 trillion by 2028…

And it’s also opened up a colossal wealth-building opportunity.

As you can see here, Investors who position themselves now could see gains as high as 40X by 2032.

But the window to act is closing fast… as the next major money minting event is happening on October 16.

Go here now to make sure you get ahead of it.

 
Shah Gilani

Shah Gilani
Chief Investment Strategist

The credit markets are telling us something important...

Investment-grade and high-yield spreads over Treasurys are at remarkably low levels - the kind of tight spreads that signal zero concerns about corporate health or the economy.

And why would there be? GDP just clocked in at 3.8% growth.

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Oil rig on the background of the American flag
 
 

But here's where it gets interesting...

  • 2026 earnings estimates now expect 13.7% growth
  • Performance chasing still hasn't fully kicked in
  • The first potential government shutdown in seven years is looming.

That shutdown could be our opportunity. If we see a dip, I'll be buying more.

I'll explain why the credit markets' all-clear signal is so powerful, what analysts' rising forecasts really mean, and how to play the potential shutdown scenario.

Click here or on the image below to find out why I'm hoping for a pullback.

Cheers,

Shah

Video - Monday Takeaways
 
WATCH THE VIDEO
(WITH TRANSCRIPT)

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