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HOT OFF THE PRESS🔥
💰Markets Rally Despite Government Shutdown Looming

Welcome, we are {{active_subscriber_count}} Money Masters and counting!

Jerome Powell reminded markets that inflation remains above the Fed’s 2% target, even as growth slows and unemployment edges higher. His message highlighted the central bank’s tightrope walk between cutting rates to support jobs and holding firm to avoid reigniting price pressures. Investors now look to GDP revisions and Friday’s PCE data for confirmation that inflation is cooling enough to keep the easing cycle on track.

Let’s go.

Markets not caring about a government shutdown.

BIG IDEA 1💡
Markets vs. Shutdown

Record Highs

  • Dow Surge – The Dow closed at 46,397, a fresh all-time high, while the S&P 500 rose 0.4% and the Nasdaq climbed 0.3%.

  • September StrengthLast month, the S&P gained 3%, the Nasdaq advanced 5%, and the Dow added nearly 2%, marking broad resilience in assets.

  • Gold HedgeGold prices notched record highs as investors balanced equity exposure with hedges against political and economic turmoil.

Tariff Tensions

Shutdown Watch

Oops.

BIG IDEA 2💡
Crypto, Tech, and Rates

Crypto Rebound

AI Momentum

Rates and Valuations

  • Fed Cut – The Fed framed its 4.00%–4.25% interest rate cut earlier this month as a risk-management move rather than a full pivot.

  • Neutral Rate – Yardeni Research argued the neutral rate sits around 4%, suggesting policy is already balanced with current conditions.

  • EPS Upside – Capital Economics projects S&P 500 EPS could reach $331 in 2026, implying the rally still has room before AI enthusiasm peaks.

Need our expert tips? Grab our Money Mastery guides today.

The elephant in the room.

ACTION PLAN
Let’s Make Money Today!

Quick Money – Play lithium and AI momentum with $LAC ( ▼ 2.56% ) on U.S. government backing and $NVDA ( ▲ 0.88% ) as the core AI infrastructure leader.

  • Financials Focus – Accumulate $C ( ▼ 1.39% ) as easier Fed policy, reopening capital markets, and deregulation improve lending spreads.

  • Defensive Growth – Add $JNJ ( ▼ 0.04% ) for stable cash flows, defensive earnings, and a dividend buffer against policy uncertainty.

  • Metals Mix – Maintain partial $GLD ( ▼ 0.35% ) exposure while adding $SLV ( ▼ 0.89% ) to capture industrial demand tied to EV and solar growth.

  • Tech Reset – Scale into $MSFT ( ▼ 0.76% ) for AI upside with broader exposure to cloud, software, and enterprise cash flow.

  • Crypto Discipline – Keep dollar-cost averaging into $ETH.X ( ▲ 3.24% ) while limiting altcoin bets until liquidity improves post-shutdown headlines.

Bonus Resource: We keep a short list of the smartest newsletters we read every week — each one offers unique strategies and insights we can vouch for.
Click here to see the list.

INFLATION REPORT💸
Today’s Inflation Rate: 2.42% (Same)

Inflation: 2.42% as of September 30, 2025

You are now closer to money mastery!🎉
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