MIDLIFE-[BOOM]-19, Tuesday, July 29, 2025 - Stonewalling the Trump Economy is Not Enough.
Since Donald J. Trump came down the proverbial escalator in 2015, Americans have been duped repeatedly to be against "Trump." Now is no different, but with one exception. As a result of previous propaganda campaigns that maligned Trump, we lost our civility, our public discourse, our public safety, our financial security, our sovereign borders, and ultimately our national security, but now we are at risk of losing out on financial opportunity, the "Trump economy."
Note the following reference to a fixation on "fears," and understand that many of the fears that plague Americans are feelings created out of multiple propaganda campaigns - in my opinion - designed to first degrade the American spirit, then to ultimately degrade American exceptionalism - our place on the geopolitical and economic world stage, thus paving the way for China.
"In a market landscape still fixated on fears of stagflation and modest recoveries, Bank of America is sounding a contrarian—and decidedly bullish—note.
"According to new note from BofA Research analysts, the next phase for the U.S. economy and equities might not be a routine recovery, but an outright boom" (1.).
Note to Self: When do Investors stop "hating" Trump? When the opportunity to make money exceeds the gamesmanship of politics.
Just ask yourself what is the economic difference between the Trump Administration, and the former Biden Administration?
The answer is the devout commitment by President Trump to focus on business and productivity, hence the current propaganda campaign against Americans is designed to degrade our consumer confidence, cause us to disengage from the U.S. economy, shutter spending, in order to stagger the Trump Administration and his forming economy.
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"BofA analysts cited five pillars supporting this more bullish case" (1.):
- 1.) A strong U.S. economy is Trump's goal, while Democrats run the risk leading up to midterm Elections of being responsible for hurting the economy.
"First is political will, arguing that with U.S. midterm elections a few quarters away, policymakers have strong incentive for near-term, pro-growth initiatives" (1.).
- 2.) Trump orchestrated a bill designed to both revitalize, and unleash, American manufacturing.
"Second is Washington’s 'One Big Beautiful Bill Act' (OBBBA) targeting domestic manufacturing" (1.).
- 3.) Amidst global economic uncertainty, Trump is refocusing global interests away from a dependence on China, and onto the American opportunity, something we have proven to be a winning investment for centuries.
"Third is the massive overseas jolt gathering, with Germany recently enacting the largest stimulus package in EU history, while global reflationary forces are building elsewhere" (1.).
- 4.) Trump is raising capital, here, and abroad.
"Fourth, BofA sees a broad expansion of capital expenditures, with hyperscalers such as Amazon, Meta, Microsoft, and Alphabet set for nearly $700 billion in capital expenditures between 2025 and 2026. In addition, more non-U.S. companies plan to expand manufacturing capacity in the U.S., while municipalities are focused on updating aging infrastructure" (1.).
- 5.) For a lack of a better descriptor, Trump is making the American opportunity profitable.
"Fifth, BofA cited its proprietary 'Regime Indicator,' a blend of macro signals including corporate revisions to earnings per share, GDP forecasts, and other emerging signals. It’s on the verge of flipping from a 'Downturn' to a 'Recovery'—a change that historically presages a rally in value stocks" (1.).
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Put it this way, without Trump, China would be leading the global economy here forward. One of the last stands against Trump is the Federal Reserve, and the reluctance to lower interest rates, which would raise both consumer and business confidence, because lower interest rates reduces the cost of spending. Despite that reluctance, Trump is still commanding the stage, and the spending is coming.
"Will there be enough spending?
"Top economies have already pledged massive stimulus. In March, China unveiled plans to issue 1.3 trillion yuan ($179 billion) in special treasury bonds this year, plus 4.4 trillion yuan of local government special-purpose bonds.
"Meanwhile, much of the EU’s stimulus still flowing from the earlier NextGenerationEU package is worth up to €806.9 billion (about $880 billion) through 2026. Major European economies have supplemented this with additional investments and, in some cases, targeted fiscal expansion.
"Japan, South Korea, Canada, and Australia have adopted smaller-scale but still significant fiscal measures in 2025 to address sector-specific slowdowns, energy security, and household purchasing power. Most are focusing on targeted transfers, green investments, and industrial support.
"Meanwhile, American companies have announced billions in new U.S. manufacturing, infrastructure, and technology investments since Trump took office, but these initiatives were announced before passage of the OBBBA.
"Many investments are phased and slated for completion over the next decade, and it’s unclear how much can come online soon enough to play a role in the boom that BofA Research is projecting. Some of them, such as OpenAI’s $500 billion Stargate project, are reportedly struggling to raise funding to match the big numbers initially announced" (1.).
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Summary opinion, not financial advice: If you have not made an investment in AI, [yesterday] is the time, but today is not too late.
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Stonewalling the Trump economy is not enough.
- Matfucius
1.) https://www.yahoo.com/finance/news/not-just-cyclical-recovery-boom-195339244.html