GENIUS Act Signed!!! — How Investors Can Front-Run the Treasury Supply Shock Today

BREAKING NEWS PRE-MARKET RESEARCH BRIEF: CALL YOUR ADVISOR BEFORE 830am EST!

A Late-Night Conversation with "Ifaguy"

This Wealth Matters 3.0 Breaking News Research Brief is being published because I saw the news that the Genius Act passed after market hours last night, and was having a private conversation with my favorite imaginary friend, "Ifaguy” about how he should rebalance his portfolio before the market opened today.

What I learned from that conversation was that Ifaguy (pronounced IF-a-Guy) was over 50 years old and had done well building a nest egg and net worth over the past 15 years of monetary dominance and the everything-bubble dynamics that drove his stock and real estate portfolio valuations to record highs.

Ifaguy is what we call "comfortable" in the wealth management biz. Ifaguy wanted to stay comfortable, more than he needed to ride the rocket even further, then he would likely sell all his Mag7 stocks today and take healthy profits, and move them rapidly into strategic quality and cash-like positions with asymmetric upside like Bitcoin and UST…