It will take time to get genuine valuations in the market as the economy re gears itself to be real. It's also true there is the time bomb of the debt, the time bomb of the fed zero interest policy, so it's not a given the market will begin on the plus side. It could take a couple of years, as it did with Reagan, it really could.
Will firearm and ammunition sales start to tank? That’s been the one business sector Obama has been good for.
A lot of Illegals will be racing to the border.
I think TBT (short bonds) is a great buy right here. 35.6
If you believe the Fed is going to raise rates, this should be a core holding.
I’d invest in any company that might make bombs that might be dropped on ISIS.
Coal, energy, independent health insurance, real estate?
Military build up should mean military industries. Infrastructure and the wall should mean heavy construction.
???
Popcorn:-)
Invest in my company. We build telemetry (Tracking) products for commerce and law enforcement.
Obola has the market booby-trapped and it will implode the minute he leaves office.
KBR and Bechtel. Best positioned for the large infrastructure projects. Maybe Hochtief (owns Turner) out of Germany. Cintra and several other Spanish players might also be on your ‘look at’ list.
Pipeline, oil field services, storage and transfer
Credit card debt services -
If Trump is able to get the tax reforms he hinted at on the campaign trail, People will immediately do what they have done - expand their cost of living to match their new income level.
And since most live beyond their means - credit card balances will increase.
Trump, being a real estate developer, will likely want to find ways to energize the real estate development. New construction projects create a lot of good paying jobs quickly and has the widest reach when those projects are in both the public and private sector.
Trump said we are going to rebuild the strength of our armed forces and pay down our national debt. Both would be monumental tasks if handled one at a time. But, handling both while our armed forces are actively engaged in battle would be impossible. Initially, look for military spending for upgrades and replacements. If that happens, a lot of military surplus should be hitting the civilian marketplace.
Trump said he wants to improve foreign trade through new negotiations. I can’t imagine anyone agreeing to renegotiate a contract that benefits them the most. He will have to inspire them to ask for a new deal. That would have to come from changes that cause their good deal to sour. There are a lot of countries hurting. I can imagine some trade deals that cause old trading partners to demand a redo. We could simply say oops, my bad and let the renegotiation begin.
In the end, I think Trump is looking out for his children and his legacy. I’m not saying he’s driven by a huge ego, but it might be his huge ego. Either way, Go Trump.
Both parties should quit complaining about Trump and ask why people are supporting “not them”.
Netflix. They just signed a yuuge deal with Disney for exclusive rights to show their movies starting in September. Also, it is on a pretty big dip right now. Not to mention they have “Oscillating Fan For Your Home” available on streaming.
Back then the overwhelming market sentiment was negative so the best move ended up being short sales. Officially the word then was that we needed to extend the '03 tax cuts becuase higher taxes restricted econ growth, that a $10T debt was 'unpatriotic', and that marriage was between one man and one woman. Things changed, and the best investments there after were quick loan retailers and job retraining companies.
We don't know and can't know yet what's going to happen w/ Trump because he's got no political track record and everything could very well go either way. We may get reg cut backs like they '80s which would mean decades of investment growth, or we may get big time tariffs like those of 1930 that were followed by stocks losing 7/8ths of their value.
Let's see.
Invest now in high-end Canadian real estate, just north of the border - and then sell it to the millionaire hollywood lefties when the exodus begins.
Tissues. Liberals are going to be crying a lot.
Catapiller, John Deere, Mr. Trump talks up infrastructure a lot in his book “Crippled America”
Along the same lines, transportation and energy might do well too.
All in all, the stock market topped out a year ago and I wouldn’t be surprised to see a nasty correction sometime between tomorrow and next year