Why Traders are Suddenly Looking at Costa Rica Real Estate
Karim Rahemtulla | Co-Founder | Monument Traders Live
Dear Reader,
Just over a week ago, I spent three days traveling through Costa Rica alongside a pair of international real estate scouts from Ronan McMahon’s Real Estate Trend Alert team.
We toured multi-million-dollar properties in master-planned communities built to resemble Italian hill towns…
Walked golden-sand beaches bustling with folks in what was supposed to be off-season…
And saw the sites of new projects that you won’t find by searching online…
And I came away with a very different perspective on international real estate…
Most people think of Costa Rica as a lifestyle destination.
Beaches. Surf towns. Vacation homes.
But Ronan looks at these markets the same way you and I would look at a chart before a breakout.
He looks for constrained supply, infrastructure shifts, rising demand, pricing disconnects, and asymmetric upside.
What I saw on the ground – and what the RETA team has been reporting on in Costa Rica for some time – is fascinating.
Especially in one market that may be the last chance at true beachfront property in Costa Rica… ever.
P.S. I’ve known Ronan personally and professionally for more than 20 years… there’s no one I trust more when it comes to investing in real estate, whether at home or abroad. I hope you join us on Tuesday.
Monument Traders Alliance, LLC
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Don here. The cohort locked Thursday at 1 PM, and by Friday morning my inbox was full of traders asking if there was a waitlist or a backdoor in.
There is not one, and I do not reopen closed cohorts for marketing reasons. I reopened this one because the demand was real and I would rather get you in than tell you no.
The door is back open through Sunday at midnight Pacific, and after that the A.I. Accelerator and the cohort price are both gone.
The 9:30 grinder wakes up Monday and reacts to whatever the algos throw at the open, while the 10-percenter already has Monday’s trade drawn from Sunday evening.
The bond market broke today. That changes everything heading into Monday.
The 10-year interest rate gapped from 4.45% to 4.6% on heavy volume. You rarely see a move that size in a single session.
It happened on the same day Kevin Warsh took over as the new Fed Chair. He inherited a mess on day one.
The S&P closed down 1.3% and got smoked into the cash close. Bonds, oil, the dollar, and broken correlation are all waving red flags at the same time.
Tonight’s video walks through the four signals I cannot ignore heading into next week:
The 10-year gapped from 4.45% to 4.6% in a single session. Bonds breached lower on heavy volume, and 5% on rates is back in play.
Oil pushed back above $100 a barrel while CPI and PPI both came in red hot this week. Inflationary pressure is rebuilding fast.
The US dollar ripped higher for the fourth straight session. Smart money is in full duck and cover mode, dumping bonds and bidding the greenback.
The SPX implied move jumped from $110 to $136 for next week. The three day expected move already sits at $62 with no major earnings or economic data on the calendar.
Correlation is still broken. Apple closed near the upper edge of its expected move while the S&P tanked into the close.
Money keeps rotating into Costco, Adobe, and Microsoft instead of leaving the market entirely. No one is buying hedges, which tells me complacency has not cracked yet.
Markets are a heavily leveraged carry trade. If rates keep climbing, deleveraging starts whether anyone likes it or not.
I tried to put positions on today and had a tough time getting filled. Bid offer spreads were wider than I have seen in weeks.
If we get a bounce on Monday, I plan to fade it. In tonight’s video I walk through exactly why and the levels I am watching on bonds, oil, and the dollar to confirm the setup.
This is the perfect time to make sure you’re up to speed on your trading know-how. So I want to ensure you’ve read our free Rebel’s Guide to Trading Options – it covers all the basics of trading options. Like everything we do, the course is in plain English. It’s specially geared toward beginners but all traders will get something out of it. Yours absolutely free, of course – right here…
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Warm regards,
Don Kaufman
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Posted at 9:56 AM yesterday. All out by 11:25 — 50% from entry.
Yesterday morning, Brian Mitchell posted a daytrade to the channel.
$BAC 49.5 calls, expiring 5/15. Tiny position. Entry at .52 a contract. Stop set at a daily candle close below 49.57 on the stock. Ideal target on the option: .71.
Here’s how it played out.
▎ BRIAN’S DAYTRADE · $BAC 5/15 $49.5 CALLS
YESTERDAY · 9:56 AM · ENTRY
$BAC 5/15 $49.5 Calls
Fill: $0.52 · Stop: 50% from entry · Target: $0.71DAYTRADE
“Tiny position. Entry .52 contract. Stoploss daily candle close below 49.57 stock price. Ideal target 50.17. See green, take green environment.”
Seven minutes after the alert, $BAC ticked up. The calls woke up with it. Brian dropped a Webull screenshot of the open P&L — already in the green.
YESTERDAY · 10:03 AM · WEBULL P&L
Open P&L flashes green — calls in motion+20%
Three minutes later, he started trimming. Out of three-quarters of the original position. This is the part most retail traders skip. Brian doesn’t. The first trim isn’t about being right — it’s about not giving the move back.
YESTERDAY · 10:06 AM · FIRST TRIM
Out of 3/4 of position — runners only+25%
Five minutes later, the runners did exactly what they’re supposed to do. The contract ripped from .52 to .71 — Brian’s ideal target — in a span of minutes. He flagged it to the channel: “36% gain only in runners for ideal target.”
YESTERDAY · 10:11 AM · TARGET HIT
.52 → .71 per contract — ideal target tagged+36%
The last sliver kept working. Brian held it into late morning while the daytrade kept breathing. Then, at 11:25 AM — about ninety minutes after the original alert — he closed the rest.
YESTERDAY · 11:25 AM · ALL OUT
Closed full position at 50% from entry+50%
“50% gain all out. Heck of a trading day fellas!!”
▎ EARLIER THE SAME MORNING · DANE’S $F LOTTO
And Brian’s wasn’t the only winner.
Earlier yesterday morning, Dane closed out a small-sized swing lotto on Ford — 5/29 $13 calls. He’d called the unusual flow earlier in the week, took the shot, sized for the risk.
By the time he posted the final update at 6:58 AM, the contracts were up 3,500% from the original entry.
YESTERDAY · 6:58 AM · DANE FINAL UPDATE
$F 5/29 $13 Calls — closed out+3,500%
“These are up 3,500% now! The power of runners!”
Two trades. One channel. A clean 50% daytrade and a small-sized lotto that closed up 3,500%. This is what watching the tape with two analysts looks like in practice.
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Live with our analysts as they read the tape, post the setups, and walk through their trims and exits — same way Brian and Dane did yesterday.RESERVE MY SEAT →
Limited seats · No replay sent
— The TradeAlgo Team
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The information provided is for educational purposes only and does not constitute investment advice. Trading options involves substantial risk of loss and is not suitable for all investors. Past performance is not indicative of future results. Always do your own research before making any investment decision.
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For years, we’ve been told SpaceX is a rocket company. But according to new satellite images from 300 miles above the Earth’s surface, there is something very strange going on at SpaceX right now that has nothing to do with space. It could soon replace our need for foreign oil forever and ignite a $10 trillion boom for the stocks involved. Learn more.Trump ‘Terribly Weakened’ Ahead Of Xi Summit Over Iran War, Rising Prices, Jack Reed Says
SACRAMENTO, Calif. (AP) — One tech investor called him “the only sane” Democrat in the race for . Others have dumped millions to boost his campaign, even paying for a Super Bowl ad to introduce him to voters. He’s against a proposed that has the state’s wealthiest residents threatening an exodus. Continue Reading ➔Trump Calls Off Talks: ‘They Can Call Us Any Time They Want’
Jensen Huang warns copper’s limitations in AI factories, backs Corning with $500 million to build new plants and create 3,000 jobs. Continue Reading ➔
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Managing Editor’s Note: Jason Bodner is issuing an urgent message…
One of his proprietary indicators with a 100% accuracy rate going back years is signaling that a “regime change” is coming.
Jason is a quantitative analyst and former Wall Street insider… he’s seen this kind of “regime change” before during his time on Wall Street. He saw up close the sort of stocks that soar in shifts like these.
And now, he’s reverse-engineered a way for everyday folks to get ahead of these big moves. Using his approach, you could have seen gains like 86%, 213%, 367%, 911%, and more… all in weeks and months. All told, you could have turned a few thousand dollars into a six-figure nest egg.
That’s why Jeff and Jason are holding an event next Wednesday to reveal why this regime change could be twice as big as previous ones… and naming a top stock to buy beforehand.
Cerebras Systems, a high-growth AI semiconductor company known for its wafer-scale semiconductors designed for inference, went public yesterday to a frenzied market.
The IPO priced at $185 for those lucky enough to get an allocation of the IPO shares, and it opened at $385, a very symbolic way to signal the demand for new high-tech growth names that are part of this new industrial age, powered by AI, to access the public markets.
Cerebras was more than 20X oversubscribed, so it was no surprise to see what happened yesterday. As of this writing, it is trading around $300, which puts the company’s valuation at around $65 billion for what is currently a pretty small company on an incredible growth trajectory.
For perspective, Cerebras raised about $3 billion as a private company in addition to more debt to fuel its growth. Its IPO, however, raised $5.5 billion, more than all of the previously raised funds as a private company. This puts Cerebras in a fantastic place to grow aggressively and ramp up production with TSMC to meet demand.
If that wasn’t exciting enough, Kevin Warsh was confirmed as the new chair of the Federal Reserve, and he begins his new job today. The next FOMC meeting is scheduled for June 16–17, which will be his first opportunity to consider reducing in interest rates.
Warsh has been very consistent in his position that the employment of AI will result in once-in-a-generation productivity gains, which will be a disinflationary event. His position has been to take a forward-looking interest rate policy that anticipates this trend rather than being too late by waiting for the disinflationary data (which is always lagging).
In short, interest rates are coming down later this year. The economy is booming, and so will the stock markets and new IPO issuances.
What an exciting year we have in store.
Jeff
Paying AI Agents?
Given that the USD and, by default, USD stable coins are only divisible by 100, how do AI agents get paid when their costs are only 1/10th of a cent?
Am I missing something here?
– Stjon S.
Hello Stjon,
I have good news for you…
Because stablecoins are digital assets, they are, in fact, programmed to be divisible into fractions of a cent. Which, to your point, is critically important for small transactions of less than a cent.
The two dominant USD stablecoins, which make up about 83% of the market, are:
Tether (USDT) with a $189.78 billion market cap
USD Coin (USDC) with a $76.85 billion market cap
Both are designed to have divisibility of six decimal places. That means the smallest unit of either stable coin is:
0.000001 United States Dollar
This is equal to:
0.0001 Cents
This design is almost certainly going to be sufficient for all agentic transactions. There are even some other USD stablecoins, like DAI, that are designed out to 18 decimal points for far smaller denominations.
And the reality is that blockchain technology is software, which means that it can be reprogrammed with additional features if ever necessary. If Tether or USD Coin found that six decimal places were insufficient, that could be changed.
Blockchain technology is an ideal construct for agentic AI, which is a bit ironic, as it was designed so many years before the era of generative and agentic AI.
Your question is an important one, because agentic AI is already responsible for about 19% of onchain transactions, which is a number I think would surprise most of us. I believe that within a few short years, the majority of onchain transactions will become agentic.
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Wednesday, May 20, at 8 p.m. ET. Jeff Brown and his Wall Street insider, Jason Bodner, are warning about: The 2026 Stock Market Regime Change
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Supplementing AI Data Centers?
Hello Jeff,
I recently heard about Span’s XFRA system that allows homes and businesses to receive discounted electricity and WiFi while providing power and compute without building a data center.
I was wondering if you know anything about this and if it’s a viable alternative to building a data center with all of the NIMBY and zoning issues? Thanks.
– Synthya G.
Hi Synthya,
Span is actually a pretty cool private company that has developed technology that most of us just wouldn’t think of.
The foundational product of the company is a smart electrical panel for residential homes…
Source: Span
Naturally, Span’s panels come with a smartphone app that gives the homeowner the ability to see electricity utilization down to the circuit level.
The app gives the homeowner recommendations on how to save electricity based on current utilization. I’ve included a screenshot of the application, which makes it really easy to understand.
These prove a great utility. They are very expensive compared to traditional electrical panels, but I really like what they are doing and would probably use this technology if I were building a new home. It would pay off over the long run.
Now, to your question about distributed computing.
Last month, Span announced its distributed data center solution, which it calls XFRA (that’s the marketing name).
The idea is that they’ll install a small rack of computational resources in the same outdoor encasement that holds a compressor or heat pump outside of your house, as shown in the picture below.
Source: Span
A more technical diagram is shown below for those who might be curious.
Source: Span
While the implementation is technical, the idea is simple. Paired with the Span smart electrical panels, when a house has available cheap electricity, it can use that electricity to power computational resources in a distributed manner.
If we could imagine 50 million homes having a setup like this, it would result in meaningful computational power for certain kinds of workloads.
This wouldn’t be a replacement for the hyperscale AI data centers on Earth or in a sun-synchronous orbit, but it would complement those resources.
The challenge, however, is that millions of these units would need to be installed for them to provide a meaningful amount of compute. And I suspect that these will mostly be installed for new construction.
Elon Musk has often spoken about distributed computing in the context of using the computational resources available on idle Teslas. This is a very practical solution for a distributed computational network, as there are already millions of Teslas around the world that could be harnessed.
Tesla owners could be paid for the utilization of their vehicles for computational resources. And for those who have financed their Tesla or leased their Tesla, monthly payments could be reduced in exchange for the use of those computational resources.
What Span has proposed is a larger scale (i.e., much more computational power and memory) form of a distributed computing network.
Ultimately, the idea is sound, but the implementation is difficult at scale. We can think of it as a supplement, but not an alternative to the AI data center construction that is necessary to fuel AGI and ultimately ASI.
Sourcing Raw Materials for Data Centers
Hello Jeff,
First of all, I am amazed and impressed at the detailed knowledge you have of all technical and scientific data.
I have been thinking about the rapid buildout of data centers, and all that is needed to get them up and running. We have several being proposed in areas not far from me. In all cases, the local residents have serious concerns, especially about power and water consumption. My questions center around the power.
Given that current electric grids do not have near the capacity to add a power-hungry data center, how can they be up and running in the next couple of years? Also, the data centers will require a humongous amount of wiring, which requires copper and possibly silver wires. Where will those raw materials come from so quickly?
Any insight you can provide would be appreciated.
Thank you,
– Sandra H.
Hello Sandra,
Thanks for writing in. This is such an interesting topic. Data centers are being proposed in places that we just wouldn’t expect them.
I experienced the same thing in my own town. A structure that was originally designed to be a parking garage was recently rezoned to become a data center in a relatively small suburban town of just 20,000 people.
The reality is that wherever there is fiber optic network connectivity (which is pretty much everywhere now) and enough electricity to power a data center, hyperscalers and data center companies are looking to build. My colleague Jason Bodner touched on this topic in yesterday’s Bleeding Edge.
To your point, permitting issues and insufficient power generation are the two biggest issues facing AI data centers right now. Globally, somewhere between 30–50% of all planned data centers have been delayed for these two reasons, and some have been canceled.
How can data centers get up and running within the next two years? The easiest answer is to generate your own power with natural gas turbines. Assuming any data center operator can purchase the turbines, they don’t need to rely on a power grid at all. They become their own power generator.
And beyond that, fourth-generation nuclear fission technology will soon follow with its small modular reactor designs (SMR). SMRs will be built exclusively to power large AI data centers.
And in parallel to these new sources of energy coming online, AI data center satellites are already being launched into orbit. Starcloud has a prototype unit in orbit right now, Sophia Space will soon do the same, SpaceXAI will be sending up production AI data centers within 30 months on its Starship, Google is already in talks with SpaceXAI to do the same, and Relativity Space is gearing up to do the same. More will follow.
As for the raw materials, which are another critical input to making this buildout possible, a similar dynamic is unfolding. Just like with energy production, necessity is the mother of invention, or in this case, additional investment.
Let’s have a quick look at the five-year charts of copper and silver.
5-Year Chart of Copper
As we can see above, copper is up 95% from its 2022 lows, and silver is up even more dramatically, about 330% from its 2022 lows. See below…
5-Year Chart of Silver
Under any healthy regulatory environment that is pro-energy and pro-economy (as we have now), higher materials prices result in more investment in mining and exploration.
Global exploration investment is currently at a 12-year high because of what’s happening in raw materials prices. It obviously takes time to bring new production online, but the supply is growing to meet the demand.
I’m very bullish on metals and energy as a result of this incredible industrial growth period that we’ve entered. It will last for many years.
I’m going to be producing dedicated investment research on this very topic soon, as the growth in these sectors is entirely driven by what is happening in technology right now.
I hope that provides some useful context.
That’s all for this week’s AMA. As always, you can reach us right here. I can’t respond to every email, and I can’t give personalized investment advice, but I read everything you all send in and enjoy hearing from you.
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Welcome to The Pregame Lineup, a weekday newsletter that gets you up to speed on everything you need to know for today’s games, while catching you up on fun and interesting stories you might have missed. Today’s edition is brought to you by David Adler.
McGonigle, who started the year as MLB Pipeline’s No. 2 overall prospect, is batting .293 and getting on base at a .400 clip through his first 42 big league games. He’s walked more times (26) than he’s struck out (24), a Juan Soto-like talent.
But what exactly makes McGonigle so good?
It’s the “hold-your-ground” approach in the batter’s box that lets him perfectly blend his elite bat-to-ball skill with a swing designed for pull power.
It all starts with his setup in the batter’s box. McGonigle digs in with a wide, closed batting stance — meaning he’s angled toward third base — and he stays closed off throughout his entire swing, from his starting stance to his toe tap at pitch release to his finishing position.
We talked to McGonigle and Tigers manager A.J. Hinch this week to figure out why he takes that approach. It boils down to two things:
1) It lets McGonigle stay on top of the plate and stand his ground against any pitcher, just like his idol, Chase Utley, used to do.
2) It helps him turn on pitches, even if they’re out over the plate, and pull them in the air to right field.
Essentially, McGonigle has a hitting profile in the mold of a Mookie Betts or Alex Bregman. He already has elite contact ability and plate discipline as a 21-year-old, he’s great at squaring the ball up on the barrel of the bat, and he uses those skills to rip tons of balls in the air to the pull side, where he can do damage.
“With my approach, being on the plate, I’m trying to get the pitch I want,” McGonigle said. “If I’m on the plate, I can pull pitches middle-away — I can maybe even pull pitches away. That’s where I want to be with all my ball flight. I just want to try to get the head out, and I feel like if I’m on time with all different pitches and all different spots in the zone, that means I’ll be able to pull it to right, right-center. Maybe even drive it to center field.”
McGonigle and the Tigers return home to face the Blue Jays tonight (6:45 p.m. ET, Apple TV).
This weekend is Rivalry Weekend across MLB, and there are some big series to watch. Here are three of the biggest games to look forward to in those series.
The Subway Series returns, and tonight’s series opener is the game to watch. The pitching matchup pits Cam Schlittler, the Yankees’ breakout Cy Young contender, against former Yankee Clay Holmes, who’s been terrific for the Mets to start the year (1.86 ERA in eight starts). Plus, who could turn down an Aaron Judge vs. Juan Soto matchup?
As the Red Sox continue to try to turn their season around, they give the ball to one of their most exciting young players, bulldog left-hander Payton Tolle. He’ll need to bring his ‘A’ game against the powerhouse Braves, who are the only team in the Majors with 30 wins.
Who would’ve guessed before the season that the Pirates, not the Phillies, would be the one team entering this series with a winning record? But the upstart Pirates aren’t going away. The Phillies, though, are riding high under interim manager Don Mattingly, so this should be a good series. And in the finale, Zack Wheeler squares off against Paul Skenes in a game that has all the makings of a terrific pitchers’ duel.
FROM DFA’D TO 1 OF MLB’S BEST HITTERS
What if we told you the best offensive performance by a Reds player this season wasn’t by superstar shortstop Elly De La Cruz or breakout rookie Sal Stewart?
What if we told you the player in Cincinnati who looks like one of the best hitters in baseball right now is … JJ Bleday?
Bleday was designated for assignment by the A’s last November. Six months later, he’s putting up ridiculous numbers for the Reds. The 28-year-old outfielder is batting .321 with six home runs, 18 RBIs and a 1.209 OPS in his first 16 games with his new team.
Bleday’s average bat speed has increased from 71.7 mph in 2025 to 74.8 mph in 2026. That’s the highest on the Reds. Adding more than 3 mph of bat speed makes a huge difference.
2) He’s opened up his batting stance
Bleday’s batting stance is more than twice as open in 2026 — that is, his front foot is angled more toward first base — as it was in 2025. Last season, he was 11 degrees open. This season, he’s 27 degrees open. That might be helping him see the ball better.
3) He’s cut way down on the K’s
Bleday has cut his strikeout rate nearly in half from last season to this season. In 2025, he struck out in 27% of his plate appearances. In 2026, he’s only striking out in 15% of his plate appearances. He’s making more contact, and way better contact. That’s a recipe for success.
SALE GIVES HIMSELF THE DUNCE CAP
Chris Sale has been one of the best pitchers in the game for a long time. But even he couldn’t avoid the (self-imposed) dunce cap yesterday.
Sale was in the middle of yet another great start against the Cubs when he got a little sidetracked in the fourth inning.
When catcher Drake Baldwin tossed the ball down to first baseman Matt Olson, Sale excitedly pointed toward first base to alert Olson that Cubs runner Michael Busch was off the bag (which he was, because the inning was over), and yelled, “Tag him!”
Whoops.
Sale quickly realized his faux pas, and sheepishly used his left index finger to push up the brim of his cap before lightheartedly turning it sideways. The dunce cap for himself.
A RIVALRY WEEKEND SPECIAL ON MLB.TV
Division rivalries, city rivalries, state rivalries and Interleague rivalries are on tap this weekend for the second annual Rivalry Weekend presented by Booking.com. Watch select out of market games free on the MLB app.
Through Sunday, you can watch every game for free on MLB.TV (excluding Apple TV games on Friday, and the MLB Sunday Leadoff Game and the Sunday Night Baseball game on Peacock). No credit card is required; all you need is an MLB.com account.
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NEWS: Lime Rock Park Names Coca Cola Official Soft Drink
Stay Local During Race Weekend: Expanded Hospitality and Restaurant Partners for 2026!
Next Week: Memorial Day Classic
ADVANCED PRICING ENDS TODAY 5/15!
Next Thursday-Saturday experience the thunder of 850-horsepower American V8s this Memorial Day with the TA and TA2 classes, while top production-based GT cars battle it out in XGT, SGT and GT!
Plus, don’t miss the thrilling sportscar action in International GT with late model Porsche and Ferrari competitors.
On Sunday, bring your Sunday Driver to the Royals’ Garage Car Show & see if you can take home bragging rights (& a trophy!) Entry proceeds will be donated to the Michael J. Fox Foundation for Parkinson’s Research.GET TICKETS – MEMORIAL DAY CLASSIC
Make Your Car a Star during the Memorial Day Classic with our Car Corrals!
Show off your ride in one of our Car Corrals! Get parking in our infield amongst owners of your fellow marque; plus Parade Laps on track during the lunch break!
Car Corals are available for owners of American Muscle cars, Corvettes, & Porsches.
Enjoy the Memorial Day Classic in Comfort from VIP Hospitality
Join us in VIP Hospitality!
Guests are welcomed into their beautiful, shaded seating with a continental breakfast & a free event gift, followed by a delicious buffet lunch. Snacks are available all day, with complimentary beer & wine service beginning at 10:00 am.
Watch the race in comfort while enjoying special guest appearances& more! Pass holders also enjoy the luxury of a Guaranteed Infield Parking Pass, within close distance to the Hospitality Village.GET TICKETS – VIP Hospitality
Lounge Trackside at Hummel Hill this Memorial Day Classic
Grab a hot dog (or two, or three) and catch at the Memorial Day Classic with Hummel Hill Hospitality, Saturday May 23rd!
Enjoy the race from a reserved section with prime trackside views overlooking West Bend – one of the most exciting corners on the course. But that’s just the beginning.
Hummel Hill Hospitality includes:
Access to a private, limited-capacity hospitality area
Trans Am at Lime Rock Park: A Seven-Decade Photo Story
Thirty-five years in the making, the Trans Am Series presented by Pirelli is set to return to Lime Rock Park. This Memorial Day weekend will mark the 35th Trans Am event at The Park. The Trans Am Memorial Day Classic returns to Lime Rock Park with SVRA and International GT May 21-24.
To celebrate the 35th Anniversary, here’s a look at some of Trans Am’s memories at Lime Rock Park over the last seven decades.CHECK OUT THE PHOTOS HERE
This Sunday: Trade Secrets!
This Sunday! Trade Secrets is a renowned garden and antiques event that brings together rare plants, exceptional vendors, and design lovers to raise vital funds for Project SAGE, a local domestic violence agency.
Lime Rock Park has announced a new multiyear partnership with Coca-Cola Beverages Northeast, naming the company the Official Soft Drink of Lime Rock Park and expanding beverage offerings across the venue.
As part of the agreement, a full lineup of Coca-Cola products will be available throughout concessions, hospitality areas and chalets. The lineup includes classic Coca-Cola soft drinks, Diet Coke and Coke Zero Sugar. It also features additional options like Monster Energy, Powerade and bottled water from Dasani and Glaceau Smartwater.
IN CASE YOU MISSED IT: Expanded Hospitality and Restaurant Partnerships, Increasing Variety for 2026
As part of our continued focus on enhancing the guest experience, we’re proud to expand our hospitality and dining partnerships with a curated group of local restaurant inns, hotels and boutique properties across the region.
These partnerships offer a range of nearby accommodations, from historic inns and lakeside resorts and cabins, to modern hotels and elevated boutique stays, paired with local dining spots that capture the character of the Northwest Corner. Each provides a unique experience, giving guests the flexibility to tailor their Lime Rock Park weekend to fit their style.
When this week’s inflation numbers dropped, I used two words to describe them in a Special Market Podcast I sent to my followers.
A disaster.
And Kevin Warsh is walking right into the middle of it. Warsh was confirmed as the new Federal Reserve Chair in a 54-45 Senate vote earlier this week, and I hope he packed a lunch – because he has his work cut out for him.
But there’s something about these stories that most people are missing right now…
In this piece, I want to break down what the latest inflation reports are really telling us and what Warsh’s confirmation actually means for markets.
I’ll also explain why – despite all the noise – I believe we are entering one of the rarest and potentially most lucrative market windows I’ve seen in decades. I explain all the details in my 10X Fed Shock event – so be sure and catch it if you haven’t already.
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Inflation Pressures Are Still Building
Let’s start with the Consumer Price Index (CPI).
April’s headline number came in at 3.8% year-over-year – the highest level in nearly three years.
A big driver was energy. Energy prices jumped 17.9% from a year ago, while gasoline prices surged 28.4%. Electricity prices climbed 6.1%.
Here’s the detail worth paying attention to. Core prices – which strip out food and energy – rose 0.4% in April. That’s nearly double the 0.2% pace reported in both February and March.
We need energy for everything. And when core prices start accelerating like that, it means energy inflation isn’t contained anymore. It’s spilling over into the broader economy.
Then came the Producer Price Index (PPI) – and that was the one I was talking about when I said it was “a disaster.”
The PPI is now up 6% over the past 12 months. Six percent!
Remember, the PPI tells us what “producers” are paying. You think they’ll eat those costs?
Not on your life. They’re going to pass them on to you, me and your cousin in Albuquerque.
That’s why the PPI is considered a leading indicator of consumer inflation.
Looking deeper, wholesale inflation jumped 1.4% in April. Wholesale goods costs rose 2%. Wholesale service costs rose 1.2%.
This tells me inflation is increasingly embedded at the wholesale level – and that means it will likely persist for a while.
The bottom line: Treasury yields are moving higher. The yield curve is flattening. And all hope for near-term rate cuts is off the table.
But wait, there’s still a glimmer of hope, folks.
Warsh Isn’t Operating Alone
Here’s the key: Kevin Warsh isn’t operating alone. And this is where the story gets really interesting.
Many investors are treating Warsh like a traditional inflation hawk, but they’re missing the bigger picture.
This is someone who served on the Fed’s Board of Governors during the 2008 financial crisis. He worked directly alongside Ben Bernanke during one of the most chaotic periods in modern financial history.
He knows what the system looks like when it’s under stress. And he knows how to respond.
More importantly, Warsh appears to understand that AI-driven productivity gains are helping grow the economy without creating the same inflationary pressures we’ve seen in past cycles.
And that gives the Fed a lot more flexibility.
Just as notable, Warsh has an ally in Treasury Secretary Scott Bessent.
These two guys know each other from the private sector. Bessent built his career on identifying big market shifts before Wall Street figured them out. He helped George Soros make a billion bucks by breaking the Bank of England.
Warsh later partnered with Stanley Druckenmiller, the man who executed that trade. The point is, these are not career bureaucrats or academics who live in an ivory tower. These are seasoned, market-tested professionals who’ll be trying to steer policy in the same direction.
That direction?
Stabilize the Treasury market without choking off growth.
Fix the broken housing market – homes are too expensive, borrowing rates are too high and young people can’t afford to buy.
Harness the AI revolution to unleash a new era of American prosperity.
Get a handle on America’s growing debt burden.
Now, Bessent has publicly called for 150 basis points in rate cuts. Of course, Warsh still has to build consensus within the Fed, and rising energy prices tied to Middle East tensions could slow the timeline.
Now, I still believe rate cuts later this year remain very possible.
But even if I’m wrong, here’s what you need to understand…
What Most People Are Missing
Yes, inflation was worse than investors hoped. I’m not dismissing that.
But let’s take a step back for a moment.
The S&P 500 is on track for nearly 20% earnings growth this quarter. Earnings are forecasted to remain strong for the remainder of the year.
And here’s something else worth remembering: Stocks are a great inflation hedge. The same forces that are rattling investors at the headline level are showing up as pricing power and profit growth inside the companies we own.
The reality is we are in a very good environment. One of the best I’ve seen in nearly five decades in this business, in fact.
Despite the noise, the underlying fundamentals are strong.
And when rate cuts do come – and I believe they will – it will be like pouring gasoline on the fire.
The companies that stand to benefit the most are not the mega-cap names everyone already owns. They are the sort of smaller, domestically focused companies that are the most sensitive to borrowing costs and most leveraged to U.S. economic growth.
Small caps are already starting to wake up. The Russell 2000, which tracks smaller companies, is up 33% over the past year.
The other thing about small-cap stocks? When they move, they move big – and fast.
Last week, I told my readers how we found a 1,100% gain with Bloom Energy Corp. (BE) over at Breakthrough Stocks, my premium small-cap advisory.
Right now, if you take a look at our Buy List, you’ll see gains of:
640% in 21 months.
557% in 10 months.
508% in 13 months.
407% in 11 months.
And more…
Again, I believe this is just the beginning.
One of the Rarest Windows I’ve Seen in Decades
Here’s what I want you to understand about this moment.
The Fed has already begun cutting rates under Jerome Powell.
If I am right and the Fed does cut rates later this year, then that means we are entering one of the rarest and potentially most lucrative market setups I’ve seen in nearly 50 years.
I’m talking about a window of consistent, sustained key interest rate cuts.
I’ve only seen this a handful of times in my career: 1995, 2001, 2008 and 2020. Each time, a specific group of smaller stocks went on to deliver extraordinary gains – before the crowd figured out what was happening.
I believe we are at the beginning of window number five.
I already have my eye on 53 stocks that my Stock Grader system is flagging right now. Each one is showing the same early signals I’ve tracked before every major bull run of my career: strong fundamentals and institutional money beginning to move in quietly ahead of the headlines.
And at Wednesday’s 10X Fed Shockevent, I gave away one of them for free.
If you haven’t watched the replay yet, I’d strongly encourage you to do it today. Because opportunities like this don’t stay hidden forever. The investors who are positioned before the crowd figure out what’s happening are the ones who capture the biggest gains.
The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:
Bloom Energy Corp. (BE)
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RJ Hamster 