Trump Wins! New Opportunities And Strategies For Investors!

On November 6, many American media announced that Donald Trump, the Republican presidential candidate and former president of the United States, had received at least 295 electoral votes and became the next president. In the early morning of the 6th, Trump announced his victory in the 2024 presidential election.

With Trump's election, trading activity has also begun to increase significantly. The popularity of "Trump Trading" is rising rapidly. Investors are actively looking for stocks related to Trump, hoping to trade at this historic moment. gain from it.

So today we will take a look at the investment opportunities in the context of Trump's victory!

Trump still adheres to the "America First" policy and values U.S. economic growth and manufacturing prosperity. Its core measures to achieve economic goals include:

1). Economic Policy

- Trump advocates promoting U.S. economic growth and manufacturing revival through tax cuts, tariff increases and monetary policy adjustments.

- He plans to make the Tax Cuts and Jobs Act of 2017 permanent and consider further reducing the corporate tax rate from 21% to 20%.

- Trump prefers to reduce reliance on multilateral agreements and prefer bilateral agreements with major partners.

2). Immigration Policy

- Trump advocates restricting immigration of low-end populations to protect local labor interests.

- He may implement plans for mass deportations of illegal immigrants and end housing benefits for illegal immigrants.

3). Monetary Policy

- Trump tends to abandon the "strong dollar policy" and promote the depreciation of the dollar through more aggressive interest rate cuts and other easing policies.

- He may pursue these goals by pressuring the Fed, consistent with his frequent criticism of the Fed during his previous term.

4). Industrial Policy & Energy Policy

- Trump’s policies focus on encouraging manufacturing to return to the United States and deregulating the energy industry to encourage the use of fossil fuels.

- He is likely to increase support for the defense industry, consistent with his increase in defense spending during his last term.

5). Potential Impact

- Tax cuts may stimulate short-term economic growth and employment, encourage corporate investment and the repatriation of overseas capital.

-Tariff policies may protect parts of the U.S. manufacturing industry and promote employment.

- Deregulation of the energy industry may bring about environmental problems and long-term economic risks, affecting the competitiveness of the United States in the fields of new energy and environmentally friendly technologies.

- Strict immigration policies may affect U.S. innovation and economic vitality.

These propositions are reflected in Trump's policy direction in the 2024 presidential election. These policies could have an impact on the U.S. economy and global trade.

Trump's policy proposals include reducing domestic taxes, imposing additional tariffs externally, and relaxing regulations. These policies could lead to rising fiscal deficits and debt levels, posing risks to the long-term economic health of the United States.

In addition, Trump's policies may exacerbate global trade tensions and affect global supply chains and international trade flows.

The impact of Trump's policy propositions on the industry after being elected as President of the United States can be divided into two aspects: positive and negative:

Positive Impact

1. Financial and healthcare industries: Trump advocates deregulation, which may have a positive impact on the financial industry. His proposed tax cuts could also be beneficial to the health care industry.

2. Traditional energy industry: Trump plans to promote the increase in fossil energy production and achieve energy independence, which may increase the supply and demand of the traditional energy industry.

3. Transportation/ Construction/ Communications/ Material Supply: Trump's policies tend to support the development of these industries and may promote the growth of these industries.

Negative Impact

1. Clean energy industry: Trump may reduce financial support for the green and new energy industry chain, which may reduce U.S. competitiveness in this field.

2. Consumer goods industry: Trump's trade protectionist policies may have a negative impact on the consumer goods industry that relies on exports.

3. Gold price: Trump's military contraction policy may lead to an early end to the war, which may cause the price of gold to fall.

With Trump's victory, the market appears to be returning to the so-called "Trump trade" mode.

Take Trump's social media company DJT as an example. The stock has doubled in value since October; Phunware's shares are up more than 200% this month. Meanwhile, stocks related to cryptocurrencies that Trump has openly supported have also seen a collective rally; Bitcoin is up more than 10% since this month's lows.

The [Trump Concept Stock List] article previously launched by the TOPONE Markets investment research team summarized the key stocks related to "Trump Trading".

It includes DJT, a media platform founded by Trump, PHUN, a software company that provided campaign applications for the Trump team in the 2020 presidential election, RUM, a video platform frequently visited by Trump supporters, and may benefit from the increase in military spending after Trump takes office Defense industry stocks Lockheed Martin and Raytheon Technologies, as well as CAT Corporation, which may benefit from Trump's tax cuts and infrastructure policies, and Tesla backed by Musk, etc.

Specifically, investors can focus on the following areas:

1). Cryptocurrency-related Stock Trump has publicly expressed his support for cryptocurrency and promised to promote the United States to become the world's "cryptocurrency center." He pledged to promote the mining and popularization of Bitcoin and to preserve all Bitcoin held by the federal government. This may be a boon for cryptocurrency-related stocks such as MSTR, COIN, and MARA.

2). Traditional Energy Stock Trump tends to support the traditional energy industry and may lift undue restrictions on the oil, natural gas and coal markets. This could have a positive impact on energy stocks such as BKR, XOM, and CVX.

3). Bank Stock Trump's regulatory attitude toward financial institutions is inclined to relax restrictions, which may be good for bank stocks such as JPM, GS, and BAC.

On November 6, many American media announced that Donald Trump, the Republican presidential candidate and former president of the United States, had received at least 295 electoral votes and became the next president. In the early morning of the 6th, Trump announced his victory in the 2024 presidential election.

With Trump's election, trading activity has also begun to increase significantly. The popularity of "Trump Trading" is rising rapidly. Investors are actively looking for stocks related to Trump, hoping to trade at this historic moment. gain from it.

So today we will take a look at the investment opportunities in the context of Trump's victory!

Trump still adheres to the "America First" policy and values U.S. economic growth and manufacturing prosperity. Its core measures to achieve economic goals include:

1). Economic Policy

- Trump advocates promoting U.S. economic growth and manufacturing revival through tax cuts, tariff increases and monetary policy adjustments.

- He plans to make the Tax Cuts and Jobs Act of 2017 permanent and consider further reducing the corporate tax rate from 21% to 20%.

- Trump prefers to reduce reliance on multilateral agreements and prefer bilateral agreements with major partners.

2). Immigration Policy

- Trump advocates restricting immigration of low-end populations to protect local labor interests.

- He may implement plans for mass deportations of illegal immigrants and end housing benefits for illegal immigrants.

3). Monetary Policy

- Trump tends to abandon the "strong dollar policy" and promote the depreciation of the dollar through more aggressive interest rate cuts and other easing policies.

- He may pursue these goals by pressuring the Fed, consistent with his frequent criticism of the Fed during his previous term.

4). Industrial Policy & Energy Policy

- Trump’s policies focus on encouraging manufacturing to return to the United States and deregulating the energy industry to encourage the use of fossil fuels.

- He is likely to increase support for the defense industry, consistent with his increase in defense spending during his last term.

5). Potential Impact

- Tax cuts may stimulate short-term economic growth and employment, encourage corporate investment and the repatriation of overseas capital.

-Tariff policies may protect parts of the U.S. manufacturing industry and promote employment.

- Deregulation of the energy industry may bring about environmental problems and long-term economic risks, affecting the competitiveness of the United States in the fields of new energy and environmentally friendly technologies.

- Strict immigration policies may affect U.S. innovation and economic vitality.

These propositions are reflected in Trump's policy direction in the 2024 presidential election. These policies could have an impact on the U.S. economy and global trade.

Trump's policy proposals include reducing domestic taxes, imposing additional tariffs externally, and relaxing regulations. These policies could lead to rising fiscal deficits and debt levels, posing risks to the long-term economic health of the United States.

In addition, Trump's policies may exacerbate global trade tensions and affect global supply chains and international trade flows.

The impact of Trump's policy propositions on the industry after being elected as President of the United States can be divided into two aspects: positive and negative:

Positive Impact

1. Financial and healthcare industries: Trump advocates deregulation, which may have a positive impact on the financial industry. His proposed tax cuts could also be beneficial to the health care industry.

2. Traditional energy industry: Trump plans to promote the increase in fossil energy production and achieve energy independence, which may increase the supply and demand of the traditional energy industry.

3. Transportation/ Construction/ Communications/ Material Supply: Trump's policies tend to support the development of these industries and may promote the growth of these industries.

Negative Impact

1. Clean energy industry: Trump may reduce financial support for the green and new energy industry chain, which may reduce U.S. competitiveness in this field.

2. Consumer goods industry: Trump's trade protectionist policies may have a negative impact on the consumer goods industry that relies on exports.

3. Gold price: Trump's military contraction policy may lead to an early end to the war, which may cause the price of gold to fall.

With Trump's victory, the market appears to be returning to the so-called "Trump trade" mode.

Take Trump's social media company DJT as an example. The stock has doubled in value since October; Phunware's shares are up more than 200% this month. Meanwhile, stocks related to cryptocurrencies that Trump has openly supported have also seen a collective rally; Bitcoin is up more than 10% since this month's lows.

The [Trump Concept Stock List] article previously launched by the TOPONE Markets investment research team summarized the key stocks related to "Trump Trading".

It includes DJT, a media platform founded by Trump, PHUN, a software company that provided campaign applications for the Trump team in the 2020 presidential election, RUM, a video platform frequently visited by Trump supporters, and may benefit from the increase in military spending after Trump takes office Defense industry stocks Lockheed Martin and Raytheon Technologies, as well as CAT Corporation, which may benefit from Trump's tax cuts and infrastructure policies, and Tesla backed by Musk, etc.

Specifically, investors can focus on the following areas:

1). Cryptocurrency-related Stock Trump has publicly expressed his support for cryptocurrency and promised to promote the United States to become the world's "cryptocurrency center." He pledged to promote the mining and popularization of Bitcoin and to preserve all Bitcoin held by the federal government. This may be a boon for cryptocurrency-related stocks such as MSTR, COIN, and MARA.

2). Traditional Energy Stock Trump tends to support the traditional energy industry and may lift undue restrictions on the oil, natural gas and coal markets. This could have a positive impact on energy stocks such as BKR, XOM, and CVX.

3). Bank Stock Trump's regulatory attitude toward financial institutions is inclined to relax restrictions, which may be good for bank stocks such as JPM, GS, and BAC.