Resistance is futile. It's also non-existent in a market run by BlackRock and Vanguard.
Barring any unforeseen shocks - and maybe even in spite of them - stocks are set to soar to incredible heights over the next three to six months, as the U.S. imperial locomotive chugs along, undeterred by rules, laws, or national boundaries. The lengths the U.S. government is willing to go to secure resources and keep the dollar the world's reserve currency have no limits.
There is no country either willing or capable of stopping the aggressive nature of the newly-branded "Donroe Doctrine", re-establishing the United States as the sole dominating power in the Western Hemisphere. If the U.S. needs oil, it takes it from Venezuela. Silver, Peru and Mexico have plenty, the U.S. will take its share. Other natural resources, such as rare earth minerals and foodstuffs will be taken as needed, bargained off to the largest U.S. corporations with tacit approval, and, as has already become standard practice, either government financing or direct participation via equity ownership.
The policies being played out by the Trump administration absolutely disregard any international law or accepted behaviors. America has become the backyard bully and they will take what they need. This much has been made clear by actions in Venezuela and threats against Mexico, Columbia, Canada, Cuba, and Greenland.
If it's in the Western Hemisphere and we want it, we will take it. That's the message from the White House.
The effect this kind of imperial mercantilism has on stocks should be nothing short of fantastic. Goods, services, raw materials, energy, strategic metals and more will flow to U.S. shores, producing prosperity for the American people. That's at least the narrative for now. The reality is that Washington D.C. insiders and Wall Street speculators will gorge themselves on treasures and rising stock prices. Inflation, which will be aided by whomever the president chooses as the next Chairman of the Federal Reserve, may actually stabilize aorund three to five percent annually, as increased access to goods are offset by rising wages and lower interest rates.
The Trump administration truly doesn't worry about inflation as a deterrent to winning the midterm elections, which is part of the plan. They can rely uon political operatives embedded within agencies and the captured news media to dummy up the numbers enough to satiate any remnants of skeptical public.
The Dow Jones Industrials set a new record high close on Tuesday, as did the Transportation Average, confirming the bull market and primary trend, a major signal for bulls. From this point, already at record highs, there is no limit. One might as well throw darts at the stocks listed in the Wall Street Journal because the buying will be frantic, extreme, and not governed by any kind of discipline. Everything is going up. The economy and the re-election of a Republican majority in congress depends on it.
Outside the United States, there is growing concern that the world's major superpower may take its own hubris to heart, expanding its snatch and grab tactics to areas outside their sphere of influence in the Western Hemisphere. China, Russia, and India in particular will monitor developments closely even as they continue their plans for a multi-polar global environment and their own brands of mercantilism, backed by gold and resources.
The big game is reaching a new level in 2026, but, if there's anything that looks like a major slam dunk, it's that stocks will see huge gains for most of the year. There's a rotation into energy, industrials, raw materials, health care, and military sectors that figure to perform the best.
At the Close, Tuesday, January 6, 2026:
Dow: 49,462.08, +484.88 (+0.99%)
NASDAQ: 23,547.17, +151.37 (+0.65%)
S&P 500: 6,944.82, +42.77 (+0.62%)
NYSE Composite: 22,570.82 +138.72 (+0.62%)
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