🐺WE DON'T NEED RATE CUTS TO THRIVE!

The Fed just told us what we already knew deep down… There will be no more than two rate cuts this year, and one cut per year thereafter.

Let’s repeat that: one cut a year for the next two years. And guess what? The market doesn’t care. Even REX Shares 2x Robinhood ETF $ROBN was up almost 10% today!

What if I told you we don’t need rate cuts to break to new highs?

What if I told you rate cuts don’t define loose monetary policy?

What if I told you… ok Morpheus.

But seriously… it doesn’t take a genius to see what’s playing out. The market isn’t reacting to “rates” in a vacuum. There are far more important drivers of liquidity and growth. Because here’s the truth:

Loose monetary policy isn’t just about lower rates. Here’s a chart of U.S. M2 Money Supply… basically the total amount of dollars floating around in the system.

(Yes, the printer is still humming.)

It’s about conditions that allow businesses to thrive… where debt can be taken on below the risk-free rate without compounding risk. It’s about real liquidity flow, credit expansion, and a pro-growth stance from policymakers.

“BUT SAM, WE’RE ON THE BRINK OF WAR!”

Yes, there’s geopolitical chaos.

Yes, we’re seeing economic strain and debt ballooning.

Yes, there’s every reason to be cautious.

But the market keeps screaming: “I don’t care.”

It doesn’t care about rate cuts.

It doesn’t care about war (as long as escalation is limited).

It cares about disinflation and GDP growth. And that’s exactly what we’re getting.

The current administration is trying to grow its way out of debt. Will it work? Probably not.

But it’s not new… we’ve been playing this debt spiral game for decades. And yet… the S&P has returned 8%+ annually for over a century.

So yes, you can buy the market and chill. But here at the WOLF Report…

We’re not just here to match the market. We’re here to beat it.

And here’s the next tactical move…

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