Since literally everything in the government seems to be getting dismantled, what companies are going to pick up the pieces for these sectors? If we are drowning in a sinking ship we can at least invest in a life boat to buy eggs with and fight the impending inflation. The goal seems to shift trillions from government funding to private sectors and deregulate to let the friends of Trump get even wealthier.
Solar is and isn’t going to be a future successful asset, because Trump will do everything to devalue it while the rest of the world moves right on to adopting it.
Gold is at an ATH, Bitcoin is at an ATH, oil is a gamble because while Conservatives may push it, the move for renewables is against it.
Metals and materials for computer chips are still worthwhile investments and Ai is shaky unless it pulls a few more parlor tricks.
The only real things I can find that are corrupt and exempt enough from litigation or a recession…
are prisons and weapons contractors.
I’m buying reits. Real assets may hold their value while trump is purposely fucking shit up.
VNQ. But I am holding a large cash position and don’t know what the fuck is going to happen. Either way, I am going to be buying substantial equities sometime in 2025. I’ll probably DCA into total US market and then when trump shits the bed I’ll dump a lot of money into the market. I might favor tech.
Alternatively, if there is decent real estate in my town, I’ll dump my house and buy something bigger and better. Probably the safest investment I can make, long-term.
