Contrarian Thought for the Day:
If you think the US government needs to lower interest rates to cut debt expenses, expect the Trump administration to push for rate cuts ahead of the November 2026 elections, and believe AI and Robotics will drive deflation and higher unemployment, then buying long-term treasury bonds (TLT) is logical.
Luke Gromen of Forrest For The Trees argues that the US is facing the “Mother of All Crises”: a forced choice between losing the AI race to China or destroying the US Treasury market. In this deep dive, we cover why the electrical grid is the ultimate bottleneck, why Bitcoin is flashing a warning signal for 2026, and the mathematical path to $15,000 gold. Recorded December 1, 2025. Linked here
LOTM remains bullish on Gold, Silver, Copper, Crypto, Blockchain and sees attractive value in multiple high yielding assets.
If companies on this list are a consideration, look deeper into when distributions are paid and if they are stable or variable in amounts.
This list is simply a list created by LOTM for consiseration for purchase.
LOTM Research & Consulting Service
* An account related to LOTM holds a position in this security.
Neither LOTM nor Tom Linzmeier is a Registered Investment Advisor.
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