Archive Category: Moneyball's Capitol Gains Trader Archive

As of this Friday, it’s official… Kevin Warsh will be sworn in as the new Chairman of the US Federal Reserve.

Look at that chart for long enough, and it starts to feel personal. The blue line — your old friend the S&P 500 — has spent the last 12 months doing what American investors have come to expect from it: climbing, dipping a little in the spring when tariff anxiety hit, then ripping straight back up to close near +24% on the year.

Iran, Iran, Iran. All day long, on every news channel and website, we’ve got talking heads evaluating every microscopic detail of a limited conflict playing out half a world away. Meanwhile, there’s a tectonic shift happening here at home — deep in America’s economy, and it’s transforming the future of our country in ways that investors can’t yet begin to fathom.

Earlier this month, we added five new defense stocks (with corresponding options plays) to our Capitol Gains Trader portfolio. This was a massive upgrade to our existing portfolio of defense stocks, and we shared our extensive research on each of these plays in a set of new special reports, which you can check out under the Members’ section of the website or by clicking HERE. Today, we wanted to sure even more news on these latest additions, along with a “Big Picture” outlook on military spending across the world … and where it’s headed through the end of this decade.

And just like that — there’s light at the end of the tunnel… Earlier this morning, Trump announced via Truth Social that he was in the early stages of striking a deal with China to stop the flow of weapons headed into Iran. In return, Trump is ordering the US Navy to end its blockade of Iranian ports, providing a much-needed offramp that could soon lead to de-escalation, and ending a conflict that still has yet to really begin.