Jim Swindell HEEf

🚨 Trump Just Shocked Global Markets — And Nobody Is Ready The new U.S. Security Strategy is basically a global spending explosion. And the ripple effect? Massive. 👇 🔥 1. NATO forced to boost defense budgets from 2% → 5% This alone is a trillion-dollar shift. 🔥 2. Countries will borrow more → bond yields stay high Meaning: Rate cuts won’t save markets anymore. 🔥 3. Inflation might stay sticky Trump says “mass migration era is over.” Less cheap labour = higher wages = more inflation. 🔥 4. Gold is winning big Up 60% this year even with high yields. 🔥 5. Bitcoin is struggling Down ~5% YTD. But long-term? Higher inflation could flip the narrative fast. 🔥 6. Fed rate cut next week? Probably 25 bps… But deep cuts? Forget it if governments keep spending like this. ❓ Your take: Will Bitcoin finally become “digital gold”… Or will real gold dominate 2026? #BTC #BTCVSGOLD