| | Most investors look at the daily tickers, see green arrows, and call it a bull market. But while the herd cheers for high stock prices, the smart money is looking much deeper. They aren't watching the prices. They are watching the plumbing. | We are witnessing a fundamental shift in how the United States moves, stores, and taxes capital. This isn't a normal market cycle. It is a deliberate, engineered plan to unlock trillions of dollars that have been dormant for decades. | The government is choosing private growth over public debt. | And if you don't learn the new rules of this setup, you will be left holding the bag. | The Trade-Off: Growth vs. Deficit | The foundation of this shift is the One Big Beautiful Bill Act (OBBBA), signed as Public Law 119-21. The mainstream media is fixated on the "tax cuts." They are missing the forest for the trees. | The real story is the massive trade-off happening right now. Yes, the Congressional Budget Office confirms this law will grow the national debt by $3.4 trillion over ten years. Yes, the fiscal gap is widening. | But look at the other side of the ledger. The OBBBA is projected to raise company earnings by $100 billion in 2025 alone. It will inject $127 billion into household incomes this year. | This money is hitting the system at the exact moment the Federal Reserve is cutting rates. It is a synchronized move to flood the private sector with liquidity. | The $21 Trillion "Secret" Unlock | While the tax cuts grab headlines, a quiet executive order from August 7, 2025, is changing the asset landscape forever. | This order instructs the Department of Labor to allow 401(k) plans to purchase private stocks and real estate. This is the bridge to the $21 trillion currently stuck in old, low-yield retirement plans. For years, this capital was trapped in public bonds and mutual funds. Now, the floodgates are open. | This isn't a theory. It is a structural shift. The government is creating a massive new buyer for private markets. This provides liquidity for the big players to exit — and gives you a new way in. You just need to know which assets to buy. | The Death of the Paper Check | Meanwhile, the infrastructure itself is being ripped out and replaced. Under Executive Order 14247, the Treasury is moving to eliminate the paper check entirely. | Banks like Chase, Bank of America, and Citigroup aren't upgrading their systems out of goodwill. They are doing it because the government is forcing a new digital model. All federal payments — from Social Security to tax refunds — are moving to Electronic Funds Transfer (EFT). | | | | This ends the "float" banks have used for profit for decades. Every dollar is now being tracked and moved instantly. It ties directly into the OBBBA changes for student aid. The velocity of money is about to accelerate. | The July 4th "Permanent Bid" | The final piece of this puzzle drops on July 4, 2026. To celebrate the nation's 250th birthday, the U.S. Treasury will launch "Trump Accounts" — tax-advantaged savings vehicles for children allowing $5,000 in yearly deposits. | The math is clear. With compounding, these accounts can reach $1 million by the time a child is 28. But the signal to the market is even clearer: This links Wall Street to every family's bank account. | It creates a permanent, structural "buy signal" for U.S. equities. You can wait for the rest of the country to catch on. Or you can position yourself now. | | | | A Calm Close | Stay disciplined. Ignore the noise about deficits and political theater. Watch the signals. The OBBBA and the shift to EFT are not just policies. They are the new rules of the road. | The opportunity is there. But only for those who are reading the fine print. |
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| | | How did you find today's briefing? | |
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| | Written by Deniss Slinkins
Global Financial Journal |
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