{"id":63449,"date":"2024-11-06T10:39:47","date_gmt":"2024-11-06T15:39:47","guid":{"rendered":"https:\/\/www.technologyinvestor.com\/?p=63449"},"modified":"2024-11-06T10:39:47","modified_gmt":"2024-11-06T15:39:47","slug":"we-awake-to-a-new-world-new-opportunities-in-a-booming-stock-market-the-trump-darlings","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=63449","title":{"rendered":"We awake to a new world. New opportunities in a booming stock market. The Trump Darlings."},"content":{"rendered":"<p style=\"text-align: left;\">Lots of implications for us, as investors, to mull:<\/p>\n<p style=\"text-align: left;\">+ <strong>Drill, Baby, Drill.<\/strong> Clearly means energy stocks will have a new life. I&#8217;m guessing stocks like Chevron and Exxon should do well. Here&#8217;s a list of energy stocks that have done well this month. Click <a href=\"https:\/\/www.bankrate.com\/investing\/best-performing-energy-stocks\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\"><strong>here.<\/strong><\/span><\/a><\/p>\n<p style=\"text-align: left;\">+ <strong>The Magnificent Seven should do magnificently.<\/strong> The Biden Justice Department doesn&#8217;t like Big Companies for whatever dumb reason. And so the pressure should lift, letting the Biggies buy and divest, and run their businesses as businesses.<\/p>\n<p style=\"text-align: left;\"><strong>+ Specialty stocks like OKLO and PLTR<\/strong> should do well as the environment loosens and their technologies get accepted faster. I own and like both.<\/p>\n<p style=\"text-align: left;\">+ <strong>Maybe the bank stocks?<\/strong> But Trump has always said he likes low interest rates. Fortunately, he and Powell are on the same trajectory &#8212; downwards. The theory is that M&amp;A will boom. The Democrats were always a bit shy of big mergers and big acquisitions.<\/p>\n<p style=\"text-align: left;\">+ <strong>Tesla will sell more cars.<\/strong> Dah. He made a $75+ million bet on the election and won. New tariffs on EVs from Chinese should make Chinese EVs unaffordable &#8212; intentionally.<\/p>\n<p style=\"text-align: left;\">+ <strong>Burdensome regulation.<\/strong> Most of all, companies that are burdened by government regulation will see a new path to growth. Don&#8217;t believe me? Watch this long interview with the man who&#8217;s about to head a new government agency called the Department of Government Efficiency (or as Elon calls is DOGE.)<\/p>\n<p style=\"text-align: left;\">Remember this recent magnificence:<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-63455\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2024\/11\/rocket-catch.jpg\" alt=\"\" width=\"800\" height=\"477\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2024\/11\/rocket-catch.jpg 800w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2024\/11\/rocket-catch-768x458.jpg 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/p>\n<p style=\"text-align: left;\">Well, here&#8217;s a mind-blower: It took l<strong>onger<\/strong> for Elon to get the necessary paperwork from the government to launch that rocket <strong>than it took to build the rocket.<\/strong><\/p>\n<p style=\"text-align: left;\">That&#8217;s mind-blowing!<\/p>\n<p style=\"text-align: left;\">Want more on what&#8217;s about to happen to government regulations when Elon does to them what he did to Twitter.<\/p>\n<p style=\"text-align: left;\">Watch this. Caveat. It&#8217;s long. The good stuff is near the end.<\/p>\n<p><iframe loading=\"lazy\" title=\"Joe Rogan Experience #2054 - Elon Musk\" width=\"690\" height=\"388\" src=\"https:\/\/www.youtube.com\/embed\/tAJUwiAqW38?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>That&#8217;s it for now<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">That&#8217;s it for early investment ideas as a result of the Trump win.<\/p>\n<p style=\"text-align: left;\">Once you turn your head away from the ugliness of the campaign rhetoric and turn your head to investment implications, things become quite interesting. And already most profitable.<\/p>\n<p style=\"text-align: left;\">More later .<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Favorite headline of the last few days<\/strong><\/span><\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-63450\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2024\/11\/Raider-of-the-lost-ark.jpg\" alt=\"\" width=\"650\" height=\"164\" \/><\/p>\n<p style=\"text-align: left;\">Please send me your ideas on which stocks should be included in the <em>The Trump Darlings <\/em>list.\u00a0&#8212; Harry Newton<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Lots of implications for us, as investors, to mull: + Drill, Baby, Drill. Clearly means energy stocks will have a new life. I&#8217;m guessing stocks like Chevron and Exxon should do well. Here&#8217;s a list of energy stocks that have done well this month. Click here. + The Magnificent Seven should do magnificently. The Biden [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-63449","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63449","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=63449"}],"version-history":[{"count":9,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63449\/revisions"}],"predecessor-version":[{"id":63460,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63449\/revisions\/63460"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=63449"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=63449"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=63449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}