Political Power Plays: How Global Policy Is Opening New Investing Angles
Japan’s coalition win and the U.S. shutdown are more than headlines—they’re catalysts.
Editor’s Note – Monday, October 20, 2025
Politics is driving markets more than usual today. Japan’s new ruling coalition has investors hopeful for pro-stimulus policy, while the U.S. government shutdown continues to cloud economic visibility. These events create both threats and chances.
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Opportunities to Watch
Japan Stimulus Trades: Look for opportunities in infrastructure, banks, and exporters if stimulus takes shape. U.S.-listed Japanese ETFs may reflect this early.
Shutdown-Proof Sectors: Healthcare, utilities, and certain consumer staples often prove resilient in fiscal uncertainty.
Defense & Cybersecurity Stocks: With geopolitical risks still simmering, especially around China, these industries may get renewed investor interest.
The Fed is meeting about Trump’s “Smart Dollar.”
This week, investors quietly moved $6.2 billion in a span of 24 hours - likely in anticipation of the next Fed meeting.
At the center of the discussion? President Trump’s new “Smart Dollar.”
You see, what was once dismissed as too radical is finally being taken seriously at the highest levels of government. Even Jerome Powell’s now onboard.
Already, the “Smart Dollar” is moving more money than Visa and Mastercard combined… and it’s triggered a $40 billion surge in demand for U.S. Treasury bills.
I believe this could be the biggest financial shift since credit cards started appearing in every American’s wallet – and the gains for people who know about it now could be extraordinary.
Risks and What to Watch
Shutdown Fallout: Market-moving economic reports are delayed, and prolonged inaction could dampen business confidence and spending.
Inflation Confusion: Without updated CPI, Fed policy reactions are murkier—and rate-sensitive sectors may swing unpredictably.
Populist Policy Risks: U.S. and global political movements may increase anti-corporate rhetoric, regulation, or protectionism.
Bottom Line
Today’s political landscape creates dislocations worth watching. Investors willing to read between policy lines may find value in global shifts, especially where markets anticipate (or misread) government action.
America’s $1 TRILLION GOLD stash
My gold warning is already coming true
This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value...
And it’s sparking urgent chatter that...
This would be the fifth time this has happened, and surely the most dramatic for folks who own gold (and folks who don’t).Which may explain why gold just blew past $4,300, a new all-time high.