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Jobs Report, 15% Week-One Gains, and Why Defense Is Just Getting Started

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Jobs Report, 15% Week-One Gains, and Why Defense Is Just Getting Started
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Jobs Report, 15% Week-One Gains,

Why Defense Is Just Getting Started


You,


This morning's jobs report adds another data point to what markets are slowly waking up to. The labor market is cooling, but it's not breaking. That keeps the Fed cautious, markets volatile, and opportunity alive for traders who know how to operate in uncertainty.


Speaking of execution, our model portfolio is up nearly 15% in the first week of trading this year.


In today's Friday Market Wrap-Up debrief, I walk through the early-year positioning that drove those gains, along with what I'm seeing as the dust continues to settle around Venezuela, oil, and the second-order effects that most market participants are missing.


I also spend time on something I feel very strongly about right now: defense stocks.


You have to buy them with both hands.


I first recommended Raytheon a couple of years ago. Since then, the stock alone is up roughly 170%. But TOPGUN Options members didn't just buy the stock. Using a tactic called synthetic stock, many are up nearly 1,000% on that same underlying move.


This is all unfolding as the President signals an unprecedented $1.5 trillion defense budget, a historic level of spending that will reshape capital flows for years, not months.


Check out today's Friday Market Outlook for more:


[Friday Market Wrap Up] Jobs Report, 15% Week-One Gains, and Why Defense Is Just Getting Started


One more thing before you sign off for the weekend.


Make sure you check out my most recent MAX Afterburner podcast, available on the No Fallen Heroes YouTube channel (also bottom of this email) as well as Spotify and Apple Podcasts. The second half is absolutely critical for anyone who is seeking healing, reconnection, or a deeper relationship with the divine through sacred sacraments.


A spiritual awakening is not all sunshine, lollipops, and unicorns. It's work. It requires honesty. It requires surrender. And sometimes it requires walking straight through the discomfort instead of trying to bypass it. That's where real transformation lives.


Markets reward discipline.


Growth requires effort.


And awakening demands courage.


Fight's On!


Whiz

No Fallen Heroes: Justice, Healing, and Awakening | Episode 140 MAX Afterburner Podcast


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