Winter is Coming...For Bearish Traders! Stocks Surge as US-UK Forge Trade Alliance

A Dragon Queen's Decree: The Realm Rejoices!

My loyal subjects! As your rightful Queen Daenerys Stormborn of the House Targaryen First of Her Name Queen of Meereen Queen of the Andals and the Rhoynar and the First Men Lord of the Seven Kingdoms Protector of the Realm Khaleesi of the Great Grass Sea the Unburnt Breaker of Chains Mother of Dragons I bring tidings of great fortune! The markets have rallied like a Dothraki horde fueled by news of a trade deal between the United States and the United Kingdom. It seems even across the Narrow Sea alliances can bring prosperity – who knew?

The British are Coming! (…To Trade)

The iShares MSCI United Kingdom ETF (EWU) initially dipped but fear not for it has risen nearly 15% in a month. Trader Josh Brown even declared it "remarkable" that the U.S. managed a trade deal with its greatest ally. Clearly these people know nothing of forging alliances. If only they had dragons perhaps negotiations would have been swifter. It appears the market merely desires less 'saber rattling' and more pleasant headlines. Even a dragon knows that diplomacy is key though fire and blood can be quite persuasive.

Global Dominance (Of ETFs)

While the UK basks in trade winds other realms also see fortunes rise. Brazil Latin America and even Israel have enjoyed boosts. China though slightly off its peak still stands strong. But beware for India's ETF has stumbled perhaps due to tensions with its neighbor. Such is the nature of the game – you win or you die or in this case you rise or you fall in the market. Remember instability is a ladder and some will climb while others fall but my dragons can fly over all obstacles!

Bitcoin: The Coin That Roared Back to Life

And what is this 'Bitcoin' I hear of? It has reclaimed the $100,000 mark. Up 48% since your November election. One might say it has risen from the ashes much like myself. Meanwhile gold glitters up about 11% in a month. Perhaps I should hoard some in my treasury. A dragon's hoard is never complete and diversification is the key to a stable kingdom... and portfolio.

Cathie Wood: A Modern Day Strategist

This 'Cathie Wood' sounds like a shrewd strategist. They say she is buying Nvidia shares after selling them. Up 22% in a month! Her Ark Innovation ETF holds Tesla Coinbase and other intriguing assets. Even a Khaleesi can appreciate clever maneuvering in the market. Power resides where men believe it resides and clearly many believe in Cathie Wood's investments.

The Realm of Real Estate and Industrials

The small cap benchmark and industrial sectors lead the charge. And ah real estate! Apparently renters are renting longer and residential REITs are thriving. Even in Westeros a stable home is a valuable thing. As I always say "I will take what is mine with fire and blood... and a solid real estate portfolio!" Perhaps I should invest in some Westerosi property myself. Who wouldn't want a castle with a view of the Narrow Sea?