"Meaningful Tailwinds" To Push Stocks Higher Over Coming Months? | Darius Dale

With the US at war with Iran, oil prices spiking, private credit imploding and payrolls sinking -- it's perhaps understandable some investors are worried the world is going to hell.To put everything in perspective for us today -- likely using more than a few f-bombs himself -- is Chris Irons is the author and publisher of Quoth The Raven, which has become one of most popular financial newsletters around, currently sitting at #27 in the list of top financial Substacks worldwide.REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE 'LAST CHANCE TO SAVE' DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceFollow Chris at https://quoththeraven.substack.com/#privatecredit #marketcorrection #iranwar _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE 'LAST CHANCE TO SAVE' DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceHistory repeats. And we've seen time and time again over the ages how monetary systems collapse.Monetary analyst John Rubino thinks we're now entering the "death spiral" phase of the world's major fiat currencies, due to immense amount of debt obligations nations are now burdened with.What come next?Watch this video to find out.#money #fiatmoney #currencycollapse _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

LAST CHANCE! REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceWould your portfolio be able to survive if a "lost decade" lies ahead for the stock market?Such lost decades happen more frequently than many investors realize.The senior team at New Harbor Financial discuss the risks of such a period of underperformance, as well as share their outlook given the Iran war.#marketcorrection #bearmarket #iranwar _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

And they've weakened since the outbreak of war in Iran?Could they be on the verge of a larger correction?While unknowable for certain, portfolio manager Michael Lebowitz and his team at RIA are starting to decrease their equity exposure.He and I discuss why, as well as the recent disappointing payroll data, rising private credit fears, the strengthening US dollar and falling bond prices, as well as his firm's latest trades.For everything that mattered to markets this week, watch this video.LAST CHANCE! REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceStock prices have been stuck in a trading range for five months now.#jobsreport #iranwar #privatecredit _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The Administration tells us that a new "Golden Age" for the American economy is now underway, and that we should see substantial material incremental GDP growth this year from the policies it has put in place through acts like the One Big Beautiful Bill, tax relief, deregulation, tariffs and new trade deals purported to bring $trillions of new foreign investment into the US.Today's guest, however, is much more skeptical of the promise of these policies as well as the overall prospects for the economy.And now the US is at war with Iran. How will that impact the situation?For guidance, we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research.LAST CHANCE! REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#bearmarket #marketcorrection #jobs _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Graphene is a 2-dimensional variety of the element carbonIt's what's know as a carbon "allotrope" consisting of a single layer of carbon atoms tightly bound in a hexagonal honeycomb lattice.Graphene is known for its exceptionally high tensile strength, electrical conductivity, transparency, and being the thinnest two-dimensional material in the world.Despite the nearly transparent nature of a single graphene sheet, graphite (formed from stacked layers of graphene) appears black because it absorbs all visible light wavelengths.On a microscopic scale, graphene is the strongest material ever measured.Graphene is a versatile, ultra-strong, and highly conductive material used to enhance batteries (faster charging), create durable anti-corrosion coatings, develop flexible electronics, improve solar panel efficiency, and advance biomedical applications like drug delivery.It acts as a super-material additive in composites, strengthening everything from tennis rackets to car tires.To discuss the coming graphene revolution, we have the good fortune to talk with Kjirstin Breure, President and Chief Executive Officer of HydroGraph Clean PowerSCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#graphene #graphenecoating #hydrograph_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

ARE YOU A DIY INVESTOR? LEARN MORE ABOUT 42MACRO'S SOLUTIONS at https://www.thoughtfulmoney.com/diyBy popular demand, Darius Dale, CEO of 42Macro, returns to share his latest macro & market outlook.His model currently predicts "meaningful tailwinds for risk assets", expecting stocks -- particularly international equities, cyclicals and small caps, to perform well from here.To see the specific allocation his KISS model is currently recommending, watch this video.#bullmarket #smallcapstocks #internationalstocks _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Yesterday the US & Israel conducted joint strikes on Iran's leadership and critical infrastructure.We are now at war.What will the likeliest implications be?To address, RANE's Mideast analyst Ryan Bohl just joined me for a livestream this morning where he provided his latest assessment of the situation and his best forecast of what lies ahead.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#iran #middleeast #war 00:00 - Introduction and Welcome01:25 - Details of the Joint US-Israeli Strikes on Iran03:34 - Iran's Retaliation Across the Gulf Region05:06 - Confirmation of US Casualties05:59 - Extent of Decapitation in Iranian Leadership06:57 - Structure and Resiliency of Iran's Government09:36 - Information on New Interim Leaders10:29 - Continued Iranian Command and Control10:44 - US and Israeli Strike Plans and Air Superiority11:52 - Odds of Achieving Total Air Superiority13:55 - Assessment of Iran's Response Strength16:28 - US and Israeli Intelligence Capabilities in Iran19:52 - Breakdown of US-Iran Talks20:03 - Iran's Strikes on Regional Neighbors21:07 - Potential Uniting of the Region Against Iran24:26 - Neighbors' Preferences for Stable Regime or Change26:56 - Factors Leading to the Current Escalation28:45 - Nuclear Program as the Breaking Point29:02 - Timing of the Decision to Strike Now31:12 - Striking Iran as an 80/20 Global Issue33:56 - Domestic and International Support Dynamics35:53 - Viability of Regime Influence Strategy in Iran37:23 - Likelihood of Carrot-and-Stick Approach Succeeding39:44 - Odds of Domestic Uprising Removing the Regime44:26 - Implications of Cheering Footage and Expat Reactions47:03 - Prospects for the Shah's Son Returning49:20 - Worst-Case Scenario Outcomes52:41 - Best-Case Scenario for Iran54:35 - Potential for a Better World if Conflicts Resolve57:04 - Geopolitical Competition Persisting Globally58:20 - Implications for Global Markets and Commodities59:31 - Counsel for Those Fearing World War III_____________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Stocks have been trading sideways for months now -- since Halloween of last year.Portfolio manager Lance Roberts sees the market now at a "very important crossroads".Which path will it take when it breaks out of this trading range?Lance and I discuss the odds, as well as the latest inflation and AI news, rising private credit concerns, the new expansion in US manufacturing, as well as Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#inflation #artificialintelligence #stockmarkets _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The last time housing analyst Melody Wright was on this program, she warned that home prices could fall by up to 50% in certain markets over the next few years as the housing market experiences a national correction.Does she still feel that way?Yes. And she thinks the pace of contagion is accelerating as the correction spreads to more & more states,She warns of a coming wave of distressed sellers that will really start to speed things up.To find out details why, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#housingmarket #homeprices #realestate _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.