He’s gonna make America great again and Mexico is gonna pay.
Since we do not live in a dictatorship, President Trump isn’t likely to get the majority of his ideas past the catamites in Congress, who are wholly corrupt and bedraggled. However, there are some bankable plays that will be forced upon them, whether they like it or not.
The number one theme in a President Trump America is protectionism of U.S.industries, which means doom for multi-national, global, plays like KO, PG and ITW. The days of using foreign slave factories to produce cheap as shit goods that break upon initial usage might be coming to an end. Companies like TGT, WMT and other large retailers might suffer, as trade with China becomes ‘difficult.’
But, domestic companies that are being strangled by unfair Chinese practices will flourish. Since Trump is a construction man, it makes sense to get long X, AA and core infrastructure plays like LNN, VMI, CLF, and MLM.
Also, the carnage in coal might be undone, paving the way for big recoveries in CNX, WLB, GBX and a sundry of ancillary plays. Or, you can just buy KOL.
The rails might suffer, in spite of a possible resurgence in coal. Trump wants the keystone pipeline and isn’t afraid to introduce 1930’s technology today, over Victorian era rail transport.
If you recall when Romney was up in the polls, the single best plays were coal. As the Presidential elections near, expect some of the above names to really gain some traction. Think big American infrastructure, energy independence, and an unwind of the EPA. This means many filtration plays, who’ve thrived under Obama, might suffer. Additionally, we’ll need lots of concrete for the massive wall that is going to be built– EXP, KWR, MLM and USCR are choice wall plays for border loving investors.
One side addendum: Yellen will be fired as soon as Trump gets in. He’s a low interest rate guy. Expect credit to flourish; but banks to get squeezed.
Investing isn’t about ideologies and politics. You can hate Trump and still game the system to your benefit. That’s your job, so get to work.
These are just a few ideas. I’ll have more as the elections near and if I ever decide to start investing again.
If you enjoy the content at iBankCoin, please follow us on Twitter
Domestic solar panel plays? Those who have been squeezed on costs due to China competition?
To follow up on potential “President Trump Investing,” I’d say defense stocks will be major benefactor. Lockeed, Raytheon, Northrup Grumman, and Boeing are surely funneling funds into a Trump Super PAC. When Gabelli’ mentioned this as one of themes he is looking into, my opinion is that he is essentially saying “I’m hedging in the event of a Trump presidency.”
His theme of making everyone else pay will drive allies and hangers on into sweetheart deals with Russian and Chinese arms and aerospace dealers. Duh. Short all that US military industrial complex shit. On the other hand, “angry white dudes” are not a block vs. “the females”, “the Hispanics”, or even the “the female Hispanics”, so Trump will end up like Romney – a loser beaten by the people he insulted on the way up. He will then do what all angry white dudes do when they lose – hate on the brown people, and all true and free Scotsmen everywhere.
Entertaining, but not a viable strategy when all he needed to do was cultivate a minimum winning coalition, and then go psycho (ban all brown people, etc) while in office. Thus hoisted by his own petard.
Or Longshanked, as it were.
I always plan for the best and plan for the worst. I wouldn’t say a Trump win is impossible, because he’s exactly the “leader” modern America deserves and I never underestimate the stupidity of the average person, or worse, the median stupidity of the mass.
Trump’s declared policy is to default on America’s debt and “negotiate for a better deal.” If Clinton wins, there will be a post-election recession right on schedule. I’m staying where I am and hoarding more cash, because I’m smart enough to know I’m probably dumber than the average person.
This isn’t a post about who will win, but what to buy if Trump does. You people are incorrigible.
If I was magistrate, I’d decapitate all of you.
IIIN fits this category, I think.
Any thoughts on stocks that would benefit from a Clinton presidency? Unhackable server companies, perhaps? 🙂
Clinton?
Environmental, insurers, global multi nationals, banks.
We may as well discuss stocks for a third Obama term. Neither will happen.
True. Most still think this election hasn’t started yet. It always over before it even begins. Votes have been cast long before polls opened. The people have put their money where their vote is. That’s all you need to know to know the winner before the winner is even declared the winner.
Hilary is so unlikeable, Trump will win.
getting bullish now that oil doubled and you scared the shit out of all your readers when there was incredible deals… ugh. hate the the game not the player I guess…
I understand your sentiment.
Way back in late 1990’s Jim Cramer would post things on a minute by minute basis that sounded like the market was about to crash and then later in the day the bull was mighty as ever.
The answer – shut off the noise of investment blogs. You have to believe in the bull and BUY, and BUY BIG when the Exodus IBC signal says OVERSOLD. It happens every few week/months.
And repeat after me 2008 with not happen again for a long, long , long time.
Joyous_ending, spot on.
On your 2008 comment – the world’s central bankers are more engaged than ever; I doubt that another 2008 could happen in this environment. All of the world’s central bankers will have infinite QE before another 2008 occurs.
Who’s bullish? Are you fucking insane or unable to read?
less China trade means less deflationary forces. if the Chinese start producing for themselves instead of us, same effect. inflation is not dead.
Investing for a Hillary presidency seems like the higher probability bet here. I want Bernie, but it doesn’t look like he’ll get the nomination.
I would change one word in your advice, Fly:
“Investing isn’t about ideologies and politics. You can hate Hillary and still game the system to your benefit. That’s your job, so get to work.”
Everyone Right of Center hates Hillary because propagandists have been bashing her, and her husband, for literally decades. And propaganda works.
But Center and Left of Center folks do not listen as much to Right Wing propaganda, so there are plenty enough folks who don’t hate Hillary– enough to get her elected.
Hillary looks pretty much like a continuation of Obama’s policies except that it looks like she is more neocon (Ugh, this is why I am for Bernie) and will get us in more wars than Obama did.
Frog, the problem here is that Hillary’s melting down faster in the polls than Dukakis did after riding in an M-1 Abrams tank. And there’s no news catalyst for causing such a steep meltdown in the polls.
I’ve voted for both parties and am staunchly independent, although I am biased against Hillary because I consider her to be a completely incompetent sociopath. Trump’s also a sociopath but less incompetent than Hillary.
But the bottom line to me is that there will be very, very little difference no matter who becomes President. The practical difference between Hillary and Trump is almost zero. For that reason, I have as much passion about this election as I did in 2000 (W v Gore). 2000 was the only presidential election where I was so bored I didn’t even bother voting. This will possibly be the second.
Polls are often wrong. Time will tell.
Short America and Long cancer if Trump wins.
We have a summer long open house planned for you in Cape Breton.
Trump will win. I like manufacturers of wire cutters, shovels, pick axes, any earth digging gear, dynamite, drones, security cameras, border security clothing, cement, cable wire, outdoor lighting, ladders, go pro cameras and aluminum scaffolds.
Don’t forget to short WU.
CLF is a zero
The Donald can’t stop iron ore’s path to sub $30
Wow. Fly, most these names you give in infrastructure and construction are already teetering near ath.!