media .... In Just Six Months into Trump 47’s Administration – US Business Investment is Surging at the Fastest Pace Since 1997 – Treasury Sec. Scott Bessent Weighs In / Gee , I wonder why .( not ) .
Posted on 07/24/2025 6:54:06 AM PDT by Red Badger
Treasury Secretary Scott Bessent joined Maria Bartiromo on Mornings with Maria this week.
Bessent broke the news that President Trump’s pro-growth policies are driving a major CapEx comeback.
According to Investopedia, CapEx, or capital expenditures, refers to the money a company uses to acquire, upgrade, or maintain physical assets. CapEx investments are essential for a business’s growth.
Thanks to President Trump, business investment is surging in the United States at the fastest pace since 1997!
Scott Bessent cheered the news on Mornings with Maria:
Treasury Secretary Bessent: Maria, this is a combination. It’s the tariff’s bringing back manufacturing to the US. It’s the full expensing in the One Big, Beautiful Bill, which I think is one of the most important things that we did.
Companies can do 100% expensing for equipment, 100% expensing for factories. If you bring your factory back here. I think we had big pent-up demand.
We are in the middle of this incredible AI boom that I don’t know whether you want to say this is the third, fourth, fifth industrial revolution. We’re seeing the hyperscaler spend like we never have before.
I think what’s really gone unheralded here is the Trump administration’s emphasis on deregulation. We are making it possible to build things in America again. For years, if you wanted to build a factory, a pipeline, a transmission grid, you were held up by permitting. President Trump has given, whether it’s EPA, the Energy Interior, a mandate that these permits should get out within a month. So America is building things again.
I tell you, this is the way that countries get rich and stay rich is through long-term investment and productivity.
Here is Scott with Maria earlier this week.
It is remarkable what President Trump, Secretary Bessent, and his team have accomplished in just six months in office!
According to Secretary Bessent, business equipment production jumped 11% in the second quarter after a huge 23% gain in quarter one. This is the strongest back-to-back growth since 1997!
“”””Thanks to President Trump, business investment is surging in the United States at the fastest pace since 1997! “””””””””””””””””””””””””””””””””””””””””””””””””””””
BUT WHAT ABOUT EPSTEIN?????????
media .... In Just Six Months into Trump 47’s Administration – US Business Investment is Surging at the Fastest Pace Since 1997 – Treasury Sec. Scott Bessent Weighs In / Gee , I wonder why .( not ) .
I think what’s really gone unheralded here is the Trump administration’s emphasis on deregulation. We are making it possible to build things in America again. For years, if you wanted to build a factory, a pipeline, a transmission grid, you were held up by permitting. President Trump has given, whether it’s EPA, the Energy Interior, a mandate that these permits should get out within a month.
2) 100% write off is interesting. It means lower taxes now but more in the future when cashflow is good
3) there is a long-term tail to this.
4) investment?, will change that. tax returns means something different now, will take more thinking to determine profitability at least from tax returns which most bankers use for small business. But they have been in a trend of asset lending for a long time anyway. So that leaves interesting changes for non bank investment.
5) Hawthorn effect? any change to the system, stimulates a response.
My stock portfolio likes this administration far more than the last one.
bttt
I agree with you in an overall sense, but keep in mind that the Dow was at 30,100 at Bidens Inauguration, it was at 42,000 when Biden left. Roughly 33% gains over 4 years, little over 8% yearly average. My hope is Trump blows that 4 year average out of the water. So far so good.
“””the Dow was at 30,100 at Bidens Inauguration, it was at 42,000 when Biden left. Roughly 33% gains over 4 years, little over 8% yearly average.”””
How much of that was due to handing out billions of dollars to everyone?
What’s little understood is that the four years of balanced budgets that came in the late 1990’s happened because Newt/Clinton restrained federal spending while the stock market boom filled up the federal coffers with tax dollars.
Same thing is going to happen this time over the next 5 years.
However this time its going to be different. The market crashed in 2000 and the money flowing to the government from stock market profits dried up. The federal government went back into deficit.
This time AI is going to set off an industrial revolution that will have legs. It will run 20 years or more as it did in the late 19th century.
The US will run persistant federal surpluses.
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