Try to explain this year's financial headlines one at a time, and none of them quite makes sense.
Central banks hoarding gold at the strongest pace since 1967 - with stocks near record highs.
The most profitable quarter in American banking history - and bank CEOs summoned to closed-door meetings in Washington in the same season.
Two executive orders signed in a single Oval Office ceremony, under national security, that almost nobody read.
The United States government taking direct ownership stakes in small American companies - including one that trades near $20.
JPMorgan committing more than $1 trillion to a security program. HSBC executing a first-of-its-kind banking trade.
Viewed separately: noise.
Connected: one project. The biggest change to American money in more than fifty years.
I'll be straight with you - this email is not a stock tip. What Dylan has assembled is closer to a map: the hidden framework that connects every one of those headlines. Once you see it, you can't unsee it.
But yes. There is one $20 stock on the map.
And Washington already owns a piece of it.
See the framework here >> “The Buck Stops Here”
Kelly Maguire
Behind the Markets