Group 1 - The article discusses the potential military action by the U.S. against Venezuela, highlighting the significant military buildup in the region, including 15,000 troops and advanced naval assets [1] - Venezuela's government, led by Maduro, is preparing for a possible conflict, with military forces hidden in over 280 locations and plans for guerrilla warfare if attacked [1] - The article suggests that even if Trump does not engage in direct military action, he will create an impression of imminent conflict to influence capital markets [4] Group 2 - The anticipated military tensions are expected to cause significant volatility in global capital markets, with predictions of a sharp decline in stock prices, particularly in tech stocks, and a rise in gold and silver prices [6] - The article indicates that the Federal Reserve is likely to lower interest rates regardless of the new chairperson, which could lead to a bursting of the AI tech bubble as current stock prices reflect future expectations [6] - Following a market downturn, there may be a rotation of capital from tech stocks to undervalued sectors, particularly consumer goods, as the real estate market stabilizes and begins to recover [8]