Archive Category: Moneyball's Capitol Gains Trader Archive

Last night, Donald Trump ramped up the pressure … and Iran finally agreed to a ceasefire… Both sides are still working out the terms, with leaders stating their eagerness to bring this conflict to a close. But regardless of exactly when or howthis conflict ends, it’s already had a massive impact on our global supply chain — especially when it comes to commodities like oil and gas. This is going to have a knock-on impact across a vast swath of the economy, and it’s important that investors are prepared.

April 1 isn’t just April Fool’s Day… This year, in 2026, April 1 marks the kickoff date for sweeping changes to the government’s Supplemental Nutrition Assistance Program (SNAP), aka “food stamps.” As of today, SNAP recipients will no longer be able to spend the money on junk food like candy, soda, and other sweetened/processed foods. It’s a move to curb obesity, reduce our collective junk food intake, and insure that food assistance money is actually being spent on nutritious options.

Hello, and welcome back to Capitol Gains Trader! The 2026 midterm elections are still more than seven months away, but they’re already dominating discourse and political headlines as the Iran conflict begins to wind down. The prevailing narrative right now is that Trump is toast! Stick a fork in him, he’s done.

When Donald Trump kicked off his second presidential term last year, I might some bold predictions about where things would inevitably be heading… We stacked our portfolio with top stocks from both the energy & defense sector, knowing Trump’s policies would sooner or later come around to favoring both of those sectors. And as Matt Clark explained in our recent portfolio review, we’ve been richly rewarded for our foresight here.

I want you to take a moment and picture the perfect, white sandy beach… I want you to see the palm trees, hear the sound of the waves crashing against a glowing tropical sky. Feel that ice cold Mai Tai in your hand — and lavish in paradise as all your worldly cares slowly melt away. Feels like the perfect vacation, right?