| | | | Gold, Dollar and GDP Decline?
First, don’t miss today’s Daily Chart Setup trade idea down lower in this newsletter.
Discover why GDP is just a national credit card statement measuring debt, not production — and learn which real assets like gold, manufacturing stocks and commodities to buy before the $18.6 trillion consumer debt bubble meets reality.
Come join me as we dive in and see what’s moving!
Plus, as always, we have stocks popping and dropping so come find out what is moving this morning as I look for stocks and do some live premarket analysis on SPX, SPY, NDX, QQQ, Russell, IWM and other stocks that are potential plays for the day.
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Investment Strategies to Profit From America's Economic Crisis and Rising Costs
When most people see headlines about crushing childcare costs, skyrocketing rents and car payments that feel like a second mortgage, they panic.
But when a system is this broken, it's potentially ripe for opportunity.
The middle class is being squeezed in ways that would have been unthinkable a generation ago. In America today, making $100,000 can feel like poverty because the baseline cost of simply participating in modern life has exploded.
For many families, the cost of participation alone can run about $50,000 a year before anyone even feels like they're getting ahead. And here's the critical part — this isn't a personal failure, it's a systemic failure.
The system has become misaligned with the realities of everyday earners, and that misalignment creates both pain and openings.
But I'm not here to complain about the economic pressure on the middle class. I'm here to map the winning plays hidden inside this mess so my readers and viewers can hopefully make some extra money.
Economic despair can turn into profits if you know how to read the landscape.
So where do we put our money when everything feels expensive and stability feels out of reach? Let me walk you through the sectors and strategies I'm watching.
Inflation Hedges and Crisis Plays
First, the obvious moves: The government can print money, but it can't print gold, oil or land. That's why assets like commodities, precious metals and real estate investment trusts (REITS) are critical right now — they're lifeboats in a sea of devaluing currency.
But here's where it gets interesting... We invest in the crisis itself. Look at the pain points — that's where the growth is.
Take childcare. The cost is crushing, which means it's a massive non-discretionary market. There are even emerging real estate funds like the CARE Fund that focus solely on properties that are childcare centers and after-school centers.
This new asset class is being born directly from a social crisis.
Housing follows the same pattern. Rents are taking up 30% to 50% of some people's income, which puts companies that own and manage rental properties — especially in affordable markets — in a powerful position.
REITs that focus on multifamily residential housing in affordable regions are likely setting themselves up for decades of solid returns.
And if the average person can't afford a $50,000 car, where do they go? Used cars, so companies that service cars, companies that finance cars — all have a strong tailwind when new vehicles are priced out of reach.
Where the Squeezed Consumer Is Shopping
When the middle class feels poor, they shop poor.
Discount retailers like Dollar General (DG) and Dollar Tree (DLTR) are positioned to thrive in this environment. They're becoming the new main street for a squeezed consumer. In fact, if you took the play mentioned earlier this week on DLTR — selling puts down in the $94 to $98 area — you likely came out today able to cash that win out.
Financials deserve attention too. The very banks that benefit from higher interest rates — a direct response to inflation — offer a straightforward play. Think of the big boring banks that have weathered every economic cycle. They know how to make money in this environment.
The good news? We're savvy traders. We're not here to complain about the game — we're here to win it. The economic headlines might be grim, but that's exactly where the opportunities are if you know where to look.
Now be sure to join me live at 9:15 a.m. ET for “Morning Monster,” my market-open livestream on YouTube!
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