Let’s call it what it is: the market is in recovery mode. You probably wouldn’t guess that from the doomscrolling headlines or the hand-wringing on cable news, but underneath all that noise, momentum is quietly building.

Why? A few key reasons:

1. Trade Deals Are Actually Happening We're past the saber-rattling and into real negotiations. Whether it's Asia, Europe, or domestic rebalancing, the gears are turning. For markets, that’s less uncertainty and more runway.

2. Powell Can Breathe Again For once, Fed Chair Jerome Powell isn’t the main character. The political heat has cooled off, inflation’s not spiking, and he’s got room to let the data guide the ship. That’s good for everyone.

3. A June Rate Cut Is Looking Real It’s not a done deal, but markets are pricing it in—and that anticipation alone is easing pressure. When money gets cheaper, growth stocks (and risk-on thinking) come back into fashion.

4. The White House Has Hit Cruising Altitude The early sprint of policy pushes, appointments, and executive orders is behind us. The initial chaos has settled into routine. Predictable doesn’t make headlines—but it does steady markets.

5. The Media Has Lost Its Grip This might sound blunt, but it’s true: fewer people are trading on headlines. Investors are tuning out the panic and looking under the hood. That skepticism has actually made the market less reactive and more disciplined.

So What Now?

This isn’t the time to sit on your hands. If you’ve been waiting for a signal to get more aggressive, this might be it.

✅ Be growth oriented. Fundamentals are improving, and with rate cuts on deck, growth names have room to run. ✅ Buy the chaos. Dislocation creates opportunity. While others are chasing safety, look where the value is hiding. ✅ Stick to domestic. U.S. companies are in a strong position—better visibility, more liquidity, and less geopolitical baggage.

The storm is passing. Now it’s about positioning for what comes next.

Listener Question: “We’re newly married—should we combine finances?”

Short answer? Yes. Here’s why: combining finances isn’t just about efficiency—it’s about accountability, compromise, and submission. Not submission in a negative way, but in the mutual “we’re in this together” kind of way. It’s how trust is built. It’s how you learn to plan as one, not two. And it will absolutely change how you both see money—and each other.

As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App.

Email any financial questions to [email protected]

Twitter(X) @skibucks1

For more information on the Amazon well drill, please visit:

https://nativosusa.org

https://www.gofundme.com        Search: David Szafranski