Executive Summary
In today’s scouting report, I’m diving into the murky waters of Trump 2.0, questioning if it’s just a rerun of Trump 1.0 or if there’s a deeper strategy at play. I’ve been hopeful, but the signs are starting to look a little goofy.
Trump’s Market Manipulation
I’ve been watching the markets closely, and it’s clear that Trump is playing them like a fiddle. Whenever the S&P index turns negative, he comes out with some statement or tweet, and voila, the markets magically recover. This isn’t just coincidence; it’s a pattern. Remember, once is an accident, twice is coincidence, but three times is enemy action. Trump’s interventions are not just random; they’re calculated to keep the markets in his favor.
Trump 2.0: Same as Trump 1.0?
The big question is whether Trump 2.0 is any different from Trump 1.0. Initially, there was a burst of activity, like clearing a national energy emergency, but since then, it’s been more of the same. The decisions seem random, like the tariff announcements over the weekend. Big companies like Apple and Dell get exemptions, while small businesses like alloy wheel importers are left to fend for themselves. This feels like Trump 1.0 all over again, where big businesses were favored, and small businesses got hosed.
Supply Chain Disruptions
With these tariff threats, we’re looking at potential supply chain disruptions. China has the deepest supply chain, and if Trump’s actions are indeed random, we’re going to see shortages.