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Trump 2.0 Era: How will global markets evolve?
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Trump 2.0 Kicks Off. 8 Key Highlights from the Inaugural Address and the Sectors Poised for Growth Opportunities

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Moomoo News Global joined discussion · Jan 21 21:00
Donald Trump's second term began with bold declarations and swift action. His inaugural address emphasized an "America First" agenda, tackling inflation, energy independence, and border security. On day one, he signed executive orders and outlined policies that set the tone for his presidency. But what does this mean for the markets? Let's break down his priorities and the stocks that could benefit from his actions.
Key Takeaways from Trump's Address
Trump's inaugural address laid out a bold vision for his second term, focusing on strengthening America's borders, tackling inflation, and bolstering energy independence. Declaring a national emergency at the southern border, he prioritized stricter immigration policies, which could signal growth opportunities for private prison companies like $The GEO Group Inc (GEO.US)$ and $CoreCivic, Inc. (CXW.US)$. His pledge to defeat record-high inflation underscored plans to stabilize consumer prices, indirectly benefiting consumer staples companies such as $Walmart (WMT.US)$ and $Procter & Gamble (PG.US)$ .
On the energy front, Trump's announcement of a national energy emergency aims to boost traditional oil and gas production, a positive move for companies like $Exxon Mobil (XOM.US)$, $Chevron (CVX.US)$, and $ConocoPhillips (COP.US)$. Meanwhile, his commitment to revamping trade policies by creating a "External Revenue Service" could bolster domestic manufacturing and agriculture, potentially benefiting firms like $United States Steel (X.US)$ and $Caterpillar (CAT.US)$. Other initiatives, such as ending the Green New Deal and prioritizing traditional automotive production, spell good news for automakers like $Ford Motor (F.US)$ and $General Motors (GM.US)$, while plans to restore free speech and reduce regulatory oversight could boost tech giants such as $Meta Platforms (META.US)$ and $Alphabet-A (GOOGL.US)$. Trump's ambitious goals for space exploration and military expansion could also drive investments in space-focused companies like $Rocket Lab (RKLB.US)$ and defense contractors like $Lockheed Martin (LMT.US)$ and $RTX Corp (RTX.US)$.
Trump 2.0 Kicks Off. 8 Key Highlights from the Inaugural Address and the Sectors Poised for Growth Opportunities
Day One Action: Setting the Agenda
Trump wasted no time enacting policies aligned with his bold promises. On his first day, he declared a national emergency at the southern border, directing Pentagon resources to support stricter immigration enforcement and border wall construction. Other immediate actions included reversing 78 executive orders from the Biden era, reinstating federal hiring freezes, and eliminating contracts with platforms accused of censorship.
Trump's inaugural address and first-day actions signal a bold, transformative agenda with significant implications for the stock market. From energy independence to space exploration, his policies open opportunities for investors to capitalize on these changes. As always, diversification and strategic planning remain key to navigating this new chapter in U.S. politics and markets.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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  • J Servai (JLAPT) : $Petroleo Brasileiro SA Petrobras (PBR.US)$

  • 10baggerbamm : you're incorrect saying that drill baby drill benefits oil companies. they're underlying commodity with an increase in supply will result in significantly lower prices it's economics 101. it's exact same thing that happened during the Trump first administration and if you look at the performance of large oil companies and intermediate oil companies they were down between 30 and 70% under Trump's first term.. I think you should go look at history and see the impact on these companies stock prices as a result of lower oil prices

  • YZRolling 10baggerbamm : While increased supply can lead to lower commodity prices, large oil companies often offset this with operational efficiencies, diversification, and downstream operations (refining and chemicals), which benefit from cheaper crude. On the other hand, stock prices aren't solely tied to oil prices. Broader economic trends, geopolitical events, and company-specific factors (like debt management and cost control) also influence performance.

  • A Humble Mooer : I get people WANT to view this positively. I'm trying to find opportunities in Trumps actions too.
    This analysis though is so positive it borders on a little delusional.

  • 10baggerbamm A Humble Mooer : well you have to look at it very basic if you're operating a company in one of your biggest expenses is fuel and that price goes down everything else being equal your margins and profits go up.
    so that's your cruise liners all your cruise companies pick the best one because as long as discretionary income increases and it will when oil prices fall you have more money people are going to accelerate they're bookings for cruise ships. the cost of their fuel is going to go down significantly. I would tell people to look at that before airlines airlines have a lot of other problems unions at the top of the list Boeing aircraft but the cruise ships don't have to deal with that issue you just have to worry about another epidemic potentially.
    additionally you have Federal Express and UPS UPS is played with surprisingly enough union problems Federal Express doesn't have that issue to contend with same thing their profit margins are going to go up when the cost of jet fuel goes down which means the stock price will go up. so go down the list of companies that use the most fuel it's a very basic approach but it absolutely will work.
    lastly is the trade that I have a large position in I'm going to be buying every week and it's going to be for me a multi-million dollar position.
    I believe what Trump said he will do promises me promises kept
    red or blue oil prices will fall that is a fact no they're not going to fall to what they were in the first term because of coded where it went negative $22 a barrel.
    you will have oil prices in the low 50s maybe high 40s at some point in time.
    DRIP
    this is a leveraged ETF that's a inverse ETF to the price of oil. does oil falls and natural gas falls and as the stocks start having their margins deteriorate because the commodity that they're producing is worth less. Lowe's stocks fall and this ETF goes straight up.
    this is going to be a slow grind it is not going to spike $2 $3 in a day. it will move up a few pennies and we'll move down a few pennies but if you believe what president Trump said that within 12 months of my inauguration that would be yesterday oil prices will be down 50%.
    this ETF will be in the twenties

  • YZRolling 10baggerbamm : Well that make sense

  • 10baggerbamm YZRolling : it's very straightforward you can look at gold prices relative to the large mining companies in small mining companies over the past year and a half. and look what happened when gold finally broke out above 1850.. all of these bobbleheads on TV started saying you got to own these mining stocks because the price of gold's going up and they're expenses and costs are fixed which means their profits are going higher which means the stocks will go higher.. and they did it's amazing how that works and the same thing happens when you flip the coin and insert oil but this time prices are going to drop significantly who benefits?  the companies  that consume the most oil.. who loses the oil companies lose because oil is not $100 a barrel it'll be in the 50s or high 40s so their stocks are going to get creamed.
    that's why I am buying DRIP

  • 10baggerbamm YZRolling : you can say all of that and some of it might be true I just look at history under Trump what happened to the stock prices and they collapsed that's the bottom line so what is he doing differently this time than the first time the answer is nothing drill baby drill so the end results going to be the same oil prices for these larger companies are going to drop significantly you can't increase efficiencies by 50% to offset the decline in prices and if you're going to open up offshore drilling you're talking about spending hundreds of millions of dollars to build a platform and it's a long road to break even. I think you're trying to overanalyze it but I can guarantee you there are levels of efficiency cannot accelerate as quick as the decline in the price of oil is going to cause their margins to deteriorate. every one of these companies tries to increase efficiency as much as possible especially under Biden think about that they were looking at every penny because Penny's add up to dollars so they're already operating at peak efficiency right now

  • A Humble Mooer 10baggerbamm : So you are avoiding all oil and gas companies for long term investment? swing trade only since there will probably be a pop but if Trump pushes a bunch of new leases and startups start a flood of new oil and gas the end result is oversupply and a crash. Already we are exporting huge amounts.
    On the inflation side. Most of the companies mentioned in the original have pricing power and as a investor I DO NOT WANT them to drop prices because I want those high net margins. My interests are directly opposed to Trumps agenda in this regard and I think Trump is aligned with investors not consumers. I think it was all rhetorics on this front from trump.
    got to cut this off since I will write a book if I don't watch out

  • 10baggerbamm A Humble Mooer : I'm buying the inverse ETF I'm betting oil prices will fall and this ETF is going to go up several hundred percent.
    I would not want to own Exxon Occidental petroleum or any oil driller not that they're badly managed not that they're not going to make a profit it's the fact that the commodity that they produce will drop in price upwards of 50% under Trump. you are correct the production of oil in the United States is at an all-time high right now despite Biden being president. however the limitations placed on these companies restricted their ability to make Capital investments into the future. so now you have these companies are going to make enormous Capital investments offshore drilling platforms inland drilling in Alaska other places federal land. so you have enormous Capital costs and you have oil prices falling they can't increase efficiencies to offset the reduction of price their margins will deteriorate the stocks will fall. it's 100% correlated.
    as an example and I caught a lot of shit
    I told people to avoid the Bitcoin mining companies last year before they having took place. I told everybody and you can go back and look these stocks are going to get smacked they're going to Crater. that's because their cost to produce Bitcoin are going up because electrical generation is increasing the regulatory finds that they have to deal with under Biden or increasing yet the ability to produce Bitcoin is being reduced by 50% m that's because of having there's less available which means the price of Bitcoin needs to go up by 100% in order for them to maintain their profit margins. and clearly that did not happen and the stocks got creamed so this analogy works regardless of what industry what sector when your commodity falls that you are producing your profits go down. when your profits fall your stock prices fall that's a fact

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Trump 2.0 Era: How will global markets evolve?
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