In times past, the wealthy often stored valuables including precious jewels and metals in beautiful chests, a sign of nobleness and power. America's newest President remarkably trademarked his 2nd term, coining America’s New Golden Age, a chest full of gold
Unpacking And Investing With The Golden Age
Summary
- Trump's 'New Golden Age' vision aims for a balanced, self-sufficient U.S. economy through tax cuts, tariffs, and onshoring critical manufacturing.
- Key investment themes include AI, robotics, U.S. military tech, and refining, with a focus on early-stage, undervalued companies like Intel, Qorvo, and Calumet.
- Risks include short-term volatility and negative impacts on fixed-income Americans, but long-term benefits favor the working and younger generations.
- Our contrarian, long-term strategy targets companies at inflection points, avoiding overvalued names like NVIDIA, and leveraging options for risk management.
I have been an investor for several decades enduring the 87 crash, 2000 crash, and 08 crash. I do use trading systems developed with TradeStation. I have enjoyed the rewards from both buy and hold and trading. My professional experiences includes several decades as a process control engineer. I hold a JD from an eastern law school.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of CRUS, QRVO, MPLX, INTC, TSLA, CLMT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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