Moody’s just downgraded the U.S. credit rating — after hours, ahead of tense budget talks. Markets are wobbling, but Trump’s whirlwind Middle East tour secured over $2 trillion in deals.
Are we headed for new all-time highs — or is the rally built on borrowed time and borrowed money?
📉 Credit risk is rising
🌍 Geopolitics are shifting
📈 Markets are still climbing
🎧 Tune in as David Nelson breaks down the risks, the rally, and what it all means for your portfolio.
Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."
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