Why Trump Just Snapped (Again) 💥

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Well, that escalated faster than a meme stock in 2021.

Last night, Donald Trump rage-posted on Truth Social that he’s pulling the plug on all trade negotiations with Canada — immediately.

Why?

Because Ontario aired an ad featuring Ronald Reagan trash-talking tariffs.

Yep. A ghost from the ‘80s just triggered a modern trade war.

Ontario ran an ad that used AI-Reagan (or some very creative editing) to slam tariffs. The Ronald Reagan Foundation quickly clapped back, saying the ad was fake and used Reagan’s 1987 radio address without permission.

Trump saw it and did what Trump does best: drop a nuke via all caps.

He accused Canada of trying to influence a Supreme Court case that could determine whether his tariffs—some as high as 35% on Canadian imports—are even legal.

So yeah, apparently Ontario’s ad didn’t just poke the bear. It poked a bear with internet access and a Truth Social account.

Trump slapped Canada with a 35% import levy back in August but left some goodies tariff-free under the USMCA (the trade deal he negotiated during his first term).

Since then, the U.S. and Canada have been quietly hashing out a potential deal for steel and aluminum — two industries that basically make up the backbone of North American trade.

And now? That deal’s as dead as Reagan.

This isn’t just political theater. Cutting trade talks could hit:

In other words, your portfolio might start feeling a little… tariffied.

Canada: “We were just running an ad.”
Trump: “And I took that personally.”

1. Play the North American Metals Shuffle
Trump’s tariff tantrum just threw a wrench into U.S.–Canada steel and aluminum talks. Supply chains could tighten, prices could spike, and domestic producers might benefit short-term.
📌 Action: Accumulate U.S.-based metal producers like $CLF ( ▼ 3.61% ) (Cleveland-Cliffs) or $X ( ▼ 0.02% ) (U.S. Steel) while sentiment’s low — then trim if negotiations restart or pricing cools.

2. Bet on the “Buy American” Wave
With Canada back on Trump’s naughty list, domestic manufacturing and infrastructure plays could see a bump as politicians push “made-in-America” narratives again.
📌 Action: Look at industrial ETFs like $XLI ( ▼ 0.28% ) or companies tied to U.S. infrastructure — Caterpillar $CAT ( ▲ 0.67% ), Deere $DE ( ▼ 1.64% ), Nucor $NUE ( ▼ 1.9% ) — which could ride renewed protectionist vibes.

3. Use the Loonie as a Sentiment Gauge
Trade friction typically slaps the Canadian dollar (CAD) as investors flee uncertainty.
📌 Action: Track $FXC ( ▲ 0.91% ) (CAD ETF) — weakness in the loonie could present a chance to scoop up Canadian blue chips like $RY ( ▲ 1.2% ) (Royal Bank of Canada) or $CNQ ( ▲ 0.58% ) (Canadian Natural Resources) at a discount once the dust settles.

Markets went full Cookie Monster on Friday after being starved of economic data during the government shutdown.

Then — bam! — a cooler-than-expected inflation report dropped, and suddenly everyone was feasting again.

All three major indexes hit fresh all-time highs. The S&P 500 smashed through 6,800 for the first time ever (+1%), the Dow flexed with a +1.1% jump, and the Nasdaq was up +1.3% because, well, tech stocks gonna tech.

Before the opening bell, the Consumer Price Index (CPI) dropped some chill numbers:

Prices are still rising, but at the speed of a hungover snail.

Year-over-year, core CPI is up 3%, which is still above the Fed’s 2% target — but not scary enough to ruin Jerome Powell’s weekend.

The market’s read? The Fed’s probably cutting rates again next week. Another 25 basis points down. And if this trend keeps up, they might keep trimming until we hit that magical 3% “neutral” zone.

Economist David Rosenberg summed it up perfectly on X: “The light is getting greener for the Fed to cut next week and keep on going.”

There’s a catch, though. With the U.S. government shutdown still rolling, this CPI might be the last economic stat we get for a while.

KPMG’s Diane Swonk pointed out that staffing shortages could mess with the reliability of this data. Translation: even the inflation numbers might be running on fumes.

And the White House basically said, “Don’t expect October’s CPI report, folks.” So next month, we might be flying blind.

Treasury yields dipped after the CPI drop.

Investors piled into bonds faster than traders buy Nvidia on dip day. Lower yields = market thinks the Fed’s cutting = everyone’s happy (for now).

Wall Street’s feeling bullish again. The only thing hotter than the stock market right now? Ford’s supplier plant. 🔥

1. Ride the Rate-Cut Rally
With inflation cooling and markets betting on a Fed rate cut next week, rate-sensitive sectors are primed to move. Lower rates = cheaper borrowing = juiced earnings.
📌 Action: Accumulate quality growth ETFs like $QQQ ( ▲ 0.41% ) or dividend-heavy plays like $SCHD ( ▼ 0.14% ) before the Fed meeting. Take profits on post-cut euphoria.

2. Buy the “Boring” Consumer Boom
P&G just beat earnings, proving staples are still cash cows when inflation cools. If the economy soft-lands, defensive consumer stocks could quietly outperform.
📌 Action: Add exposure to steady-eddy names like $PG ( ▼ 1.31% ), $KO ( ▼ 0.64% ), or $XLP ( ▲ 0.01% ) ETF for compounding stability while others chase hype.

3. Bank on Bonds’ Comeback
Treasury yields dipped after the CPI report — a sign the bond market’s warming up to rate cuts. As yields fall, bond prices rise. Simple math, solid opportunity.
📌 Action: Build positions in long-duration bond ETFs like $TLT ( ▼ 0.46% ) or $IEF ( ▼ 0.21% ) while yields hover near 4%. Harvest gains as rate cuts drive prices higher.

Remember when health insurance premiums just inched up each year? Yeah… those days are gone.

According to The Washington Post, the most popular plans on Healthcare.gov (aka the Obamacare marketplace) are about to skyrocket by 30% next year.

Yep — thirty percent.

That’s the biggest jump in years, and it’s not just a bad dream — it’s government-approved by the Centers for Medicare and Medicaid Services (CMS).

Healthcare.gov — the online marketplace where about 17 million Americans buy coverage — is getting hit with a one-two punch:

Put simply: your health plan might start costing more than your rent.

Congress, of course, is mid-argument about how to fix it — because why solve a problem when you can have a shutdown showdown instead?

The last time Obamacare plans jumped this hard was 2018, when premiums spiked 34%. But this time, it’s worse. Not only are the premiums rising — out-of-pocket costs are too, thanks to those expiring subsidies.

So unless lawmakers cut a deal, Americans will be paying more for less.

Open enrollment starts Nov. 1, so soon millions will log into Healthcare.gov to shop plans… and probably cry into their keyboards.

This isn’t just about insurance. It’s inflation’s ugly cousin — the one that shows up uninvited to the family dinner and eats all the mashed potatoes.

Rising premiums squeeze wallets, reduce disposable income, and could even hit consumer spending across the economy.

Health insurance just became the newest inflation headline.

1. Ride the Healthcare Profit Wave
A 30% premium hike means insurers are about to get fat margins. More people paying more = higher revenue for managed care players.
📌 Action: Add exposure to big ACA insurers like UnitedHealth $UNH ( ▼ 0.77% ), Centene $CNC ( ▼ 1.31% ), or Elevance Health $ELV ( ▼ 0.31% ) — the ones cashing those premium checks. Focus on steady compounders with recurring policy revenue.

2. Bet on Budget-Friendly Health
As premiums rise, millions will hunt for cheaper coverage or skip insurance altogether — turning to discount clinics, telehealth, and urgent-care startups.
📌 Action: Look at companies like Teladoc $TDOC ( ▼ 2.44% ) or CVS Health $CVS ( ▼ 1.46% ) with low-cost, accessible care models. Rising out-of-pocket costs make these services the “Costco of healthcare.”

3. Follow the Ripple into Healthcare Tech
When costs balloon, employers and insurers scramble for tech that cuts admin waste and improves efficiency.
📌 Action: Watch for upside in healthcare SaaS and analytics players like Veeva $VEEV ( ▼ 0.12% ), R1 RCM $RCM ( ▲ 0.14% ), or Veradigm $MDRX ( ▼ 1.03% ) — firms helping the system do more with less as margins get squeezed elsewhere.