WEBVTT 00:00:00.000 --> 00:00:02.839 Welcome back to The Deep Dive. Today we are, 00:00:02.839 --> 00:00:05.980 well, we're performing what I call a necessary 00:00:05.980 --> 00:00:08.199 act of journalistic triage. That sounds about 00:00:08.199 --> 00:00:11.380 right. Our mission is to navigate a stack of 00:00:11.380 --> 00:00:15.000 source materials that aggressively mix the absolute 00:00:15.000 --> 00:00:18.179 worst kind of political toxicity with these, 00:00:18.179 --> 00:00:21.640 you know, quiet structural macroeconomic signals. 00:00:21.660 --> 00:00:23.980 Right. We're moving from the theater of human 00:00:23.980 --> 00:00:27.359 ego. straightened to the steady mathematical 00:00:27.359 --> 00:00:29.280 predictability of the markets. And that tension 00:00:29.280 --> 00:00:31.760 is exactly what makes this deep dive so critical. 00:00:31.879 --> 00:00:33.380 The headlines, they're designed to hook you on 00:00:33.380 --> 00:00:35.560 the drama, the chaos. Of course. But our goal 00:00:35.560 --> 00:00:38.079 is to filter out that ego, the noise and, you 00:00:38.079 --> 00:00:40.600 know, the policy posturing to focus on the data 00:00:40.600 --> 00:00:43.140 that actually impacts your financial life. We're 00:00:43.140 --> 00:00:45.659 finding the why behind the volatile political 00:00:45.659 --> 00:00:48.659 what. So our deep dive today focuses on three 00:00:48.659 --> 00:00:52.299 distinct areas. First, we have the astonishing 00:00:52.299 --> 00:00:54.759 political and moral fallout from the president's 00:00:54.759 --> 00:00:57.740 public comments after the death of director Rob 00:00:57.740 --> 00:00:59.960 Reiner and his wife. Which is just unbelievable. 00:01:00.119 --> 00:01:03.759 Then we examine two crucial, if under -reported, 00:01:04.000 --> 00:01:06.519 policy decisions on fentanyl and cannabis. And 00:01:06.519 --> 00:01:09.140 finally, we're going to ground ourselves with 00:01:09.140 --> 00:01:12.200 a clear financial forecast, one that's dominated 00:01:12.200 --> 00:01:15.359 by a Quad One environment and the market's reaction 00:01:15.359 --> 00:01:18.709 to the latest Fed action. Okay, let's unpack 00:01:18.709 --> 00:01:20.890 this. And we have to start with the political 00:01:20.890 --> 00:01:24.030 cost of personal ego, because the sources, they 00:01:24.030 --> 00:01:26.590 lead with a truly jaw -dropping headline. They 00:01:26.590 --> 00:01:29.390 do. The president's reaction to the tragic death 00:01:29.390 --> 00:01:31.769 of Rob Reiner and his wife. It was posted on 00:01:31.769 --> 00:01:33.870 social media, and a lot of people just assumed 00:01:33.870 --> 00:01:35.469 it had to be a parody account. Right, that was 00:01:35.469 --> 00:01:37.709 the initial reaction. But it was verified, and 00:01:37.709 --> 00:01:40.209 it was, as one source put it, a political and 00:01:40.209 --> 00:01:42.689 moral low point. It was certainly chilling. The 00:01:42.689 --> 00:01:45.790 core of the message, it... claimed that Reiner 00:01:45.790 --> 00:01:48.569 passed away due to Trump derangement syndrome 00:01:48.569 --> 00:01:51.310 caused by his raging obsession with the president. 00:01:51.469 --> 00:01:53.670 And it went on to say his paranoia reached new 00:01:53.670 --> 00:01:56.010 heights as the Trump administration surpassed 00:01:56.010 --> 00:01:58.750 all goals and expectations of greatness. And 00:01:58.750 --> 00:02:01.290 he didn't just walk it back. No, he doubled down. 00:02:01.650 --> 00:02:03.750 At a press conference, he said he was not a fan 00:02:03.750 --> 00:02:06.549 of Rob Reiner at all and added that Reiner was 00:02:06.549 --> 00:02:10.280 very bad for our country. The analysis of this 00:02:10.280 --> 00:02:13.639 behavior is so critical because it reveals a 00:02:13.639 --> 00:02:15.919 clear, I mean, a predictable narcissistic pattern. 00:02:16.039 --> 00:02:18.199 The president consistently makes these major 00:02:18.199 --> 00:02:20.199 tragedies about himself. The death of a National 00:02:20.199 --> 00:02:22.800 Guard soldier, the murder of Charlie Kirk. Exactly. 00:02:22.919 --> 00:02:25.819 It's always about his perceived victimhood or 00:02:25.819 --> 00:02:27.960 his greatness. This isn't just about being provocative. 00:02:28.120 --> 00:02:31.060 It's a deeply ingrained worldview. You've mentioned 00:02:31.060 --> 00:02:34.840 that idea before, Leta. Say moi. If the state 00:02:34.840 --> 00:02:37.939 is me, then any criticism is bad for our country. 00:02:37.979 --> 00:02:40.259 That's the logic. But is that too academic? I 00:02:40.259 --> 00:02:43.039 mean, what if it's just pure cynical political 00:02:43.039 --> 00:02:46.639 calculation to keep the base energized? That's 00:02:46.639 --> 00:02:48.280 a fair challenge. And the data suggests it's 00:02:48.280 --> 00:02:50.780 both. But that framework, l 'état, c 'est moi, 00:02:51.099 --> 00:02:54.120 it explains why he feels justified going to such 00:02:54.120 --> 00:02:56.960 extremes. From his perspective, attacking him 00:02:56.960 --> 00:02:59.419 isn't political. It's an attack on America itself. 00:02:59.439 --> 00:03:02.460 OK. But the calculation part, that's where the 00:03:02.460 --> 00:03:05.280 hypocrisy becomes so obvious and, you know, so 00:03:05.280 --> 00:03:07.219 politically damaging. Let's look at that hypocrisy, 00:03:07.300 --> 00:03:09.479 because the contrast is just, it's stark. We're 00:03:09.479 --> 00:03:11.620 talking orders of magnitude here. When Charlie 00:03:11.620 --> 00:03:14.229 Kirk was tragically murdered, The argument from 00:03:14.229 --> 00:03:17.110 the president's camp was that the media shouldn't 00:03:17.110 --> 00:03:20.270 blame the whole Mangier movement for a few hotheads. 00:03:20.629 --> 00:03:22.710 They demanded Jimmy Kimmel be fired for less. 00:03:23.110 --> 00:03:26.030 Exactly. The trick is always to demand the entire 00:03:26.030 --> 00:03:28.669 Democratic Party be held accountable for any 00:03:28.669 --> 00:03:31.409 one extreme comment while arguing the opposite 00:03:31.409 --> 00:03:34.250 for his own party. But in this case, the president 00:03:34.250 --> 00:03:36.969 is pretty much by definition the one who speaks 00:03:36.969 --> 00:03:40.129 for his whole party. The double standard is impossible 00:03:40.129 --> 00:03:42.689 to ignore. And the cruel irony here. The cruel 00:03:42.689 --> 00:03:45.310 irony is that when Crook died, Reiner had gone 00:03:45.310 --> 00:03:48.150 on Piers Morgan's show and offered these remarkably 00:03:48.150 --> 00:03:51.889 measured, decent condolences. That clip has since 00:03:51.889 --> 00:03:54.310 gone viral, and it makes the president's comments 00:03:54.310 --> 00:03:56.310 look even worse. Now, here's the key political 00:03:56.310 --> 00:03:58.229 takeaway, because the condemnation wasn't just 00:03:58.229 --> 00:04:00.389 from his usual opponents. It was cross spectrum. 00:04:00.430 --> 00:04:03.780 Right. We saw a whole panel. Fox News just slamming 00:04:03.780 --> 00:04:06.340 the message and more importantly evangelical 00:04:06.340 --> 00:04:08.180 leaders like Russell Moore from Christianity 00:04:08.180 --> 00:04:12.039 Today called it vile disgusting and immoral and 00:04:12.039 --> 00:04:15.080 that's a crucial demographic when you lose prominent 00:04:15.080 --> 00:04:17.959 respected evangelical voices on moral grounds 00:04:17.959 --> 00:04:21.439 that's a structural political weakness. So the 00:04:21.439 --> 00:04:23.779 grip is weakening. Well, what's equally telling 00:04:23.779 --> 00:04:26.899 is the silence from mainstream Republican officeholders. 00:04:27.500 --> 00:04:30.480 Only marginal opponents condemn the words. So 00:04:30.480 --> 00:04:32.519 while his grip might be questioned on policy, 00:04:32.980 --> 00:04:35.899 his personal control over the party remains chillingly 00:04:35.899 --> 00:04:38.939 firm. They fear his base more than anything else. 00:04:39.120 --> 00:04:41.660 Our source material called this behavior colossally 00:04:41.660 --> 00:04:44.259 stupid from a strategic political standpoint. 00:04:44.459 --> 00:04:47.560 Why that specific insult? Why is this more damaging 00:04:47.560 --> 00:04:50.160 than others? Because he gains nothing. Any person 00:04:50.160 --> 00:04:52.120 who would celebrate that was already in his camp. 00:04:52.199 --> 00:04:54.920 These aren't policy failures. They're moral self 00:04:54.920 --> 00:04:57.779 -sabotage. A thousand self -inflicted cuts. Exactly. 00:04:58.100 --> 00:05:00.699 The data shows 80 % of his voters will forgive 00:05:00.699 --> 00:05:03.100 policy positions they don't like, but the moral 00:05:03.100 --> 00:05:05.699 breaking point is what erodes that marginal base. 00:05:06.040 --> 00:05:09.279 The suburban moderate, the educated conservative 00:05:09.279 --> 00:05:12.779 who just can't stomach the lack of class. He 00:05:12.779 --> 00:05:14.980 just handed his opposition a free talking point. 00:05:15.139 --> 00:05:17.980 A huge one. Before we move on, we have to recognize 00:05:17.980 --> 00:05:20.600 the amazing body of work Rob Reiner leaves behind. 00:05:20.860 --> 00:05:23.420 I mean, it's a brief moment of reflection amid 00:05:23.420 --> 00:05:25.879 all this ugliness. A truly unbelievable resume. 00:05:26.079 --> 00:05:28.959 We're talking a few good men. This is Pinel Tap, 00:05:29.199 --> 00:05:31.990 the princess bride when Harry met Sally. It's 00:05:31.990 --> 00:05:33.949 an incredible list. And what stood out in the 00:05:33.949 --> 00:05:37.050 sources, and this is a major aha moment, is that 00:05:37.050 --> 00:05:39.709 despite directing four of the most beloved films 00:05:39.709 --> 00:05:43.189 of the last 40 years, he got zero Oscar nominations 00:05:43.189 --> 00:05:45.769 for directing. Zero. That's astonishing. Just 00:05:45.769 --> 00:05:48.810 one nomination for producing A Few Good Men. 00:05:49.269 --> 00:05:52.009 It really highlights how quiet mastery can be 00:05:52.009 --> 00:05:54.370 overlooked when spectacle takes center stage. 00:05:54.610 --> 00:05:57.189 That is an amazing fact. OK, so we move from 00:05:57.189 --> 00:05:59.850 the ultimate expression of personal ego and politics 00:05:59.850 --> 00:06:03.149 to Policy moves that feel, I don't know, almost 00:06:03.149 --> 00:06:05.670 equally driven by image. Policy theater. Let's 00:06:05.670 --> 00:06:07.569 talk about that policy theater, starting with 00:06:07.569 --> 00:06:10.569 the executive order designating illicit fentanyl 00:06:10.569 --> 00:06:13.829 as a weapon of mass destruction, a WMD. This 00:06:13.829 --> 00:06:16.329 is high stakes rhetorical maneuvering. The first 00:06:16.329 --> 00:06:18.449 thing to clarify for you is the legal limit here. 00:06:18.790 --> 00:06:22.149 In executive order, it can't just unilaterally 00:06:22.149 --> 00:06:26.110 rewrite American law. WMD is legally defined. 00:06:26.290 --> 00:06:29.930 It includes a biological agent. a toxin or radiation. 00:06:30.230 --> 00:06:32.930 And fentanyl is a toxin. It is a toxin, but the 00:06:32.930 --> 00:06:35.750 source material is clear. It is not a weapon 00:06:35.750 --> 00:06:39.209 by any coherent meaning. It's a catastrophic 00:06:39.209 --> 00:06:42.459 public health crisis, not a weapon of war. So 00:06:42.459 --> 00:06:44.920 if it doesn't change the legal definition, what 00:06:44.920 --> 00:06:48.540 does this WMD designation actually do? Why issue 00:06:48.540 --> 00:06:51.420 the order? It primarily orders bureaucratic action. 00:06:51.540 --> 00:06:54.420 It gives agencies the authority to apply tools 00:06:54.420 --> 00:06:57.060 used for counterproliferation against drug cartels. 00:06:57.459 --> 00:06:59.259 For instance? For instance, it allows the Department 00:06:59.259 --> 00:07:01.600 of Defense to re -task intelligence gathering 00:07:01.600 --> 00:07:04.459 and interdiction assets. But the geopolitical 00:07:04.459 --> 00:07:06.439 context is where the smoke and mirrors appear. 00:07:06.720 --> 00:07:09.160 Tell us about the geopolitical angle. Well, most 00:07:09.160 --> 00:07:11.470 fentanyl in the U .S. originates in China. If 00:07:11.470 --> 00:07:13.889 the EXO is serious, it should target China with 00:07:13.889 --> 00:07:15.949 new restrictions. But it doesn't. The analysis 00:07:15.949 --> 00:07:17.930 suggests that if that doesn't happen, the order 00:07:17.930 --> 00:07:20.449 might just be a justification for an undeclared 00:07:20.449 --> 00:07:23.029 war against Maduro in Venezuela. But Venezuela 00:07:23.029 --> 00:07:25.470 isn't a major player. Not anymore. They cracked 00:07:25.470 --> 00:07:27.910 down on fentanyl years ago. They're mostly focused 00:07:27.910 --> 00:07:30.649 on cocaine now. The focus seems intentionally 00:07:30.649 --> 00:07:32.990 misleading, directing attention away from the 00:07:32.990 --> 00:07:36.209 source country, China, toward a politically convenient 00:07:36.209 --> 00:07:39.480 target. Definitely raises some questions. OK, 00:07:39.579 --> 00:07:41.879 let's shift gears to the second policy move. 00:07:42.600 --> 00:07:46.120 This one has much more direct and positive economic 00:07:46.120 --> 00:07:49.000 implications. Cannabis rescheduling. Right. The 00:07:49.000 --> 00:07:51.379 administration is reportedly preparing to reclassify 00:07:51.379 --> 00:07:54.839 cannabis from schedule one with heroin and LSD 00:07:54.839 --> 00:07:57.800 down to schedule three. The key here is understanding 00:07:57.800 --> 00:08:00.379 the magnitude of the economic shift this unlocks. 00:08:00.639 --> 00:08:03.160 But we have to note what this is not. It does 00:08:03.160 --> 00:08:05.459 not legalize or decriminalize cannabis at the 00:08:05.459 --> 00:08:07.839 federal level. It's a regulatory move. So if 00:08:07.839 --> 00:08:10.500 it's not legalization, why is the market so excited? 00:08:10.639 --> 00:08:12.579 Where does the relevance concentrate? It's all 00:08:12.579 --> 00:08:15.839 about two areas. Banking and most importantly 00:08:15.839 --> 00:08:18.399 taxes. Let's focus on the tax side because this 00:08:18.399 --> 00:08:21.019 is huge structural economic relief It all comes 00:08:21.019 --> 00:08:23.899 down to section 280e of the tax code. Okay, so 00:08:23.899 --> 00:08:25.860 for the business owners listening What's the 00:08:25.860 --> 00:08:29.100 plain English version of 280e and why is moving 00:08:29.100 --> 00:08:32.220 to schedule third so important for the industry's 00:08:32.220 --> 00:08:35.480 bottom line right now because Cannabis is schedule 00:08:35.480 --> 00:08:39.759 one or two 280e prevents state -licensed cannabis 00:08:39.759 --> 00:08:42.919 businesses from deducting ordinary business expenses. 00:08:43.059 --> 00:08:45.740 Meaning what exactly? Think about it. They can 00:08:45.740 --> 00:08:48.759 deduct the cost of the goods they sell. But not 00:08:48.759 --> 00:08:51.960 payroll, not rent, not utilities, not advertising. 00:08:52.419 --> 00:08:55.179 They're taxed on their gross profit, not their 00:08:55.179 --> 00:08:57.840 net income. Wow. So they're being taxed on revenue 00:08:57.840 --> 00:08:59.720 before they even account for the cost of running 00:08:59.720 --> 00:09:02.860 the actual business. Precisely. Moving to Schedule 00:09:02.860 --> 00:09:06.580 3 means 280E no longer applies. This allows these 00:09:06.580 --> 00:09:09.299 companies to finally deduct those common operating 00:09:09.299 --> 00:09:11.320 expenses. Which is transformative relief. It 00:09:11.320 --> 00:09:13.220 dramatically lowers their effective tax rates, 00:09:13.360 --> 00:09:15.879 frees up capital, and moves them closer to real 00:09:15.879 --> 00:09:18.259 profitability. And what about banking? Schedule 00:09:18.259 --> 00:09:20.580 I has been the biggest hurdle there, right? Absolutely. 00:09:20.740 --> 00:09:22.539 Moving away from Schedule A creates the room 00:09:22.539 --> 00:09:25.460 for banks to reassess the risk. It doesn't flip 00:09:25.460 --> 00:09:27.720 a switch overnight, but it signals to regulators 00:09:27.720 --> 00:09:30.580 that the federal attitude is normalizing. Over 00:09:30.580 --> 00:09:33.039 time, that should lower costs and increase access 00:09:33.039 --> 00:09:35.840 to capital. So we've seen the volatility of the 00:09:35.840 --> 00:09:38.240 political theater. Now let's pivot and ground 00:09:38.240 --> 00:09:40.740 ourselves in the objective data. We're moving 00:09:40.740 --> 00:09:43.820 from human chaos to mathematical certainty. To 00:09:43.820 --> 00:09:46.700 the financial sources, which provide a very clear 00:09:46.700 --> 00:09:49.610 roadmap. defined by the macroeconomic quads. 00:09:49.990 --> 00:09:52.450 And we are firmly in a Quad One environment. 00:09:52.669 --> 00:09:55.350 The hedge IGIP model confirms this is the forecast 00:09:55.350 --> 00:09:58.070 for January. And to connect that to the big picture, 00:09:58.669 --> 00:10:02.129 Quad One means... Growth is accelerating up and 00:10:02.129 --> 00:10:05.049 inflation is slowing down. This is the optimal 00:10:05.049 --> 00:10:07.309 environment for cyclical equity markets. And 00:10:07.309 --> 00:10:09.370 the Federal Reserve's move last week just concerned 00:10:09.370 --> 00:10:12.809 that forecast. They delivered a dovish cut, 75 00:10:12.809 --> 00:10:16.769 basis points of easing in 2025, plus QE light. 00:10:16.830 --> 00:10:19.570 And the market's reaction to rates told us everything 00:10:19.570 --> 00:10:21.690 we need to know about the longevity of Quad 1. 00:10:21.789 --> 00:10:24.190 What did it tell us? The rates reaction was the 00:10:24.190 --> 00:10:26.090 clearest confirmation of the cyclical growth 00:10:26.090 --> 00:10:29.990 theme. We saw long end yields pushed to a bullish 00:10:29.990 --> 00:10:32.490 trend while the short end stayed bearish. And 00:10:32.490 --> 00:10:35.590 the result was a steepening yield curve. A dramatic 00:10:35.590 --> 00:10:38.230 steepening yield curve to new cycle highs. OK, 00:10:38.309 --> 00:10:40.590 hold on. For the non -trader listening, why should 00:10:40.590 --> 00:10:42.649 we care if the curve steepens? What does that 00:10:42.649 --> 00:10:44.669 tell us about the future? Think of it like a 00:10:44.669 --> 00:10:47.919 weather forecast. A flat or inverted curve is 00:10:47.919 --> 00:10:51.279 the market pricing and fear, a recession. A steepening 00:10:51.279 --> 00:10:53.740 curve is the exact opposite. It signals the market 00:10:53.740 --> 00:10:56.600 is predicting robust future economic growth. 00:10:56.899 --> 00:10:59.360 So it confirms the cyclical growth theme is in 00:10:59.360 --> 00:11:02.279 motion. It's a huge confirmation. That clarifies 00:11:02.279 --> 00:11:04.460 why it's such a critical forward indicator. Let's 00:11:04.460 --> 00:11:06.600 look at volatility, the other key signal. The 00:11:06.600 --> 00:11:09.059 U .S. equity volatility, the VIX, is holding 00:11:09.059 --> 00:11:12.840 steady at 15 .74. This is firmly in what the 00:11:12.840 --> 00:11:15.889 sources call the investable bucket. between 9 00:11:15.889 --> 00:11:18.230 and 19. Right. And the plain English takeaway 00:11:18.230 --> 00:11:20.529 here is that the market is confident. Falling 00:11:20.529 --> 00:11:23.710 volatility means consensus is high. Dips are 00:11:23.710 --> 00:11:26.049 confirmation points for the Quad 1 signal, not 00:11:26.049 --> 00:11:28.610 warning signs. It's a green light for cyclical 00:11:28.610 --> 00:11:31.990 risk. And we saw that sentiment reflected in 00:11:31.990 --> 00:11:35.269 market rotation. The NASDAQ 100 and S &P 500 00:11:35.269 --> 00:11:37.809 were actually a bit lower because of AI exhaustion. 00:11:38.600 --> 00:11:40.799 Capital wasn't leaving. It was just rotating. 00:11:41.299 --> 00:11:43.399 Precisely. That capital rotated straight into 00:11:43.399 --> 00:11:46.940 areas that thrive in Quad One. Cyclicals, internationals, 00:11:47.059 --> 00:11:49.379 and especially small caps. And small caps have 00:11:49.379 --> 00:11:52.220 been on a tear. They've led the Nasdaq 100 by 00:11:52.220 --> 00:11:55.059 over five percent in the last month alone. That 00:11:55.059 --> 00:11:57.980 is textbook confirmation of the cyclical growth 00:11:57.980 --> 00:12:00.659 theme. And finally, even commodities are flashing 00:12:00.659 --> 00:12:04.259 quad one. Absolutely. Silver, a key pro cyclical 00:12:04.259 --> 00:12:07.559 expression, ripped to fresh all time highs. That 00:12:07.559 --> 00:12:09.419 surge was driven by the perfect alignment of 00:12:09.419 --> 00:12:12.100 a down dollar and that dovish Fed cut. And oil? 00:12:12.299 --> 00:12:14.559 Oil remains bearish trade and trend, which is 00:12:14.559 --> 00:12:16.820 great for the consumer. Lower energy costs act 00:12:16.820 --> 00:12:18.820 like a tax cut. So we have journeyed through 00:12:18.820 --> 00:12:21.779 the extremes of political behavior, from vile 00:12:21.779 --> 00:12:24.220 personal comments to these quiet but profound 00:12:24.220 --> 00:12:26.600 economic shifts, all while the macro landscape 00:12:26.600 --> 00:12:29.100 points clearly toward Quad One growth. And if 00:12:29.100 --> 00:12:33.279 there's one core lesson here, it's this. The 00:12:33.279 --> 00:12:36.059 political drama... Like, the president endorsing 00:12:36.059 --> 00:12:39.379 both candidates in a primary or this WMD declaration, 00:12:39.740 --> 00:12:42.299 it reveals more about ego and self -interest 00:12:42.299 --> 00:12:44.559 than strategic governance. They're distractions. 00:12:44.679 --> 00:12:47.740 They are. In stark contrast, the market signals, 00:12:48.139 --> 00:12:50.620 Quad One, VIX compression, the steepening curve, 00:12:51.120 --> 00:12:53.679 they provide a clearer, more objective roadmap 00:12:53.679 --> 00:12:56.159 for where real resources are actually moving. 00:12:56.259 --> 00:12:58.120 It provides clarity when everything else feels 00:12:58.120 --> 00:13:01.169 uncertain. So here's a final provocative thought 00:13:01.169 --> 00:13:02.830 for you, the learner, to consider this week. 00:13:03.649 --> 00:13:06.429 Given that $100 ,000 in cash now buys only about 00:13:06.429 --> 00:13:10.990 $79 ,430 worth of goods because inflation's averaged 00:13:10.990 --> 00:13:14.250 over 4 % since early 2020, how should you reconcile 00:13:14.250 --> 00:13:16.590 the high -volatility drama of political theater 00:13:16.590 --> 00:13:19.529 with these stable growth -oriented signals flashing 00:13:19.529 --> 00:13:21.929 bright green in the financial markets? Which 00:13:21.929 --> 00:13:23.929 signal should you prioritize in the week ahead 00:13:23.929 --> 00:13:26.649 when deciding where to allocate your focus and 00:13:26.649 --> 00:13:27.149 your capital?