Hello there.

What a week it’s been.

So, you know why they call it “Green-Land?”

Let’s get crackin’.

In partnership with Wispr Flow

High-stakes communications need precision. Wispr Flow turns speech into polished, publishable writing you can paste into investor updates, earnings notes, board recaps, and executive summaries. Speak constraints, numbers, and context and Flow will remove filler, fix punctuation, format lists, and preserve tone so your messages are clear and confident. Use saved templates for recurring financial formats and create consistent reports with less editing. Works across Mac, Windows, and iPhone. Try Wispr Flow for finance.

Try Wispr Flow

Please support our partners!

President Trump's first-term flirtation with buying Greenland? Cute. His second-term obsession with it? Expensive. Like, $700 billion expensive, according to estimates from scholars and former officials who've been tasked with actually pricing out this Arctic fantasy.

7 stocks that could pop off if the US buys Greenland →

That's more than half the Defense Department's annual budget to acquire an 800,000-square-mile island that keeps politely reminding everyone it's not for sale. But Trump's not taking no for an answer, telling reporters the US will have Greenland "one way or the other" and refusing to rule out military force (which would definitely not help his NATO approval ratings).

Secretary of State Marco Rubio has reportedly been tasked with drafting an actual purchase proposal, though 85% of Greenlanders want absolutely nothing to do with becoming Americans. A sort-of "compact of free association" like the US has with several Pacific islands could deliver most of the strategic benefits for a fraction of the cost. But that would require Trump to accept something less than full ownership. Based on recent behavior, don't hold your breath.

The 30-year mortgage rate dropped below 6% for the first time since early 2023 after President Trump announced Fannie Mae and Freddie Mac would buy up $200 billion in mortgage-backed securities. The move was simple, direct, and weirdly effective. Within 24 hours, the average rate fell from 6.28% to 5.99%, and home purchase applications jumped 16% while refinancing requests hopped 40%.

Here's how it worked: buying more mortgage bonds drives up bond prices, which pushes yields down, which drags mortgage rates along for the ride. The "spread" between mortgage rates and Treasury yields shrank from 1.15% to 0.95% almost overnight. So homebuilder stocks ripped higher, mortgage lenders got flooded with calls, and for the first time in years, buying an existing home became a bit less painful than chewing glass.

Also, Trump wants to let people use their 401(k)s to buy homes. Wild.

But before you start browsing Zillow, experts are pumping the brakes. Home prices are still elevated, inventory remains tight, and millions of homeowners are locked into sub-4% mortgages they'll never voluntarily give up. Analysts expect rates to hover in the low-6% range through 2026, which could support "modestly improving" sales but nothing close to the frenzy of the pre-pandemic years. It's progress. Just don't expect a miracle.

Elected officials have had a tremendous amount of success in the market recently.

We want to keep you updated on what they’re trading and when so you can leverage that intel as you plan out your own portfolio.

Data provided by AltIndex.

Remember to always DYOR.

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake with Invested Inc.