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Prediction: The Trump Bull Market Will Come to an Abrupt End From an Unlikely Source -- the Federal Reserve
The Motley Fool· 2026-02-08 09:06
Core Viewpoint - The current bull market under President Trump is facing potential challenges due to divisions within the Federal Reserve, which could undermine investor confidence and market stability [13][19]. Group 1: Market Performance - The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have seen significant gains of 57%, 70%, and 142% respectively during Trump's first term [2] - Since Trump's inauguration on January 20, 2025, these indices have increased by 13%, 15%, and 18% respectively through February 3, 2026 [3] - Historically, 26 out of the last 33 presidential terms have resulted in positive returns for the Dow or S&P 500, indicating a trend of stock market gains under presidential leadership [5] Group 2: Economic Policies - Trump's Tax Cuts and Jobs Act (TCJA) reduced the corporate income tax rate from 35% to 21%, the lowest since 1939, aiming to stimulate business growth [7] - Share buybacks for S&P 500 companies reached an estimated $1 trillion in 2025, reflecting the impact of tax cuts on corporate financial strategies [8] - Trump's "America First" agenda has attracted significant investments in domestic businesses, despite some trade policy-related market volatility [9] Group 3: Federal Reserve Dynamics - The Federal Open Market Committee (FOMC) is currently experiencing dissent among its members, which is unusual and could affect market trust [15][16] - Recent FOMC meetings have shown conflicting opinions on monetary policy, with some members advocating for no rate cuts while others support more aggressive reductions [16] - Jerome Powell's term as Fed chair is ending in May 2026, and the nomination of Kevin Warsh raises concerns about potential changes in the Fed's approach to its $6.6 trillion balance sheet [17][18] Group 4: Market Valuation - The S&P 500's Shiller Price-to-Earnings Ratio indicates that the current market is the second-priciest in history, suggesting limited room for error as the Federal Reserve's stance shifts [19]
Yorkville America Equities and Truth Social ETFs Announce Proposed Acquisition of the God Bless America ETF (YALL)
Prnewswire· 2026-01-28 14:32
SARASOTA, Fla., Jan. 28, 2026 /PRNewswire/ -- Yorkville America Equities, LLC, sponsor and investment advisor for the Truth Social Funds, today announced that it has entered into an agreement to reorganize the God Bless America ETF (Ticker: YALL) into the Truth Social Funds. The respective Board of Trustees of the Truth Social Funds and the God Bless America ETF each also approved this transaction, which if approved by shareholders would be expected to close in the second quarter of 2026 (the "Transaction" ...
Howard Lutnick calls for ‘America First’ after blasting globalization as ‘failed policy.’ How to bet on the US in 2026
Yahoo Finance· 2026-01-23 12:01
Group 1 - The core argument presented is that globalization has failed the West and the U.S., leading to a call for an "America First" approach that prioritizes American workers and industries [4][5][6]. - U.S. Commerce Secretary Howard Lutnick emphasizes that over-reliance on foreign countries for essential products can create vulnerabilities, particularly in critical industries like medicine and semiconductors [2][3]. - Recent data suggests that the U.S. is experiencing a narrowing trade deficit, indicating a potential success in the trade war, with trading partners continuing to purchase more American goods and services [7][8]. Group 2 - Major companies are showing confidence in the U.S. economy, with significant investments announced, such as Toyota's $10 billion investment in U.S. operations, TSMC's $100 billion for chip manufacturing, and Hyundai's $26 billion for steel, automotive, and robotics production [9]. - The U.S. stock market has demonstrated strong performance, with the S&P 500 returning 16% in 2025 and approximately 79% over the past five years, reflecting the resilience of the American economy [14][16]. - Real estate remains a cornerstone of wealth-building in America, with platforms like Arrived allowing investments in rental homes starting at $100, making real estate accessible to a broader range of investors [21][23].
S&P500: US Indices Rebound Today as Trump's Davos Speech Calms Market Fears
FX Empire· 2026-01-21 15:35
Comments from President Trump at the World Economic Forum in Davos, Switzerland this morning may have turned the market higher. The tone in the market shifted when Trump called for immediate negotiations with Denmark to discuss the acquisition of Greenland by the United States. He also said for the first time that he would not use military force in pursuit of the territory, CNBC reported.Treasury Yields Surge as “Sell America” Trade IntensifiesBesides Trump and Greenland, investors have also been reacting t ...
Trump Media and Partners Announce Launch of Separately Managed Accounts
Globenewswire· 2026-01-13 13:30
Core Viewpoint - Trump Media and Technology Group Corp. has launched four new Truth Social-branded Separately Managed Account (SMA) investment strategies that align with American values and priorities, marking a significant step in the company's financial services expansion [1][2]. Group 1: Investment Strategies - The new SMA strategies include: - Truth Social Made in America: Focuses on U.S. companies driving industrial growth and technological innovation [5]. - Truth Social Liberty & Security: Invests in U.S. and allied companies enhancing national security and critical technologies [5]. - Truth Social Christian Values: Allocates capital to companies that align with biblical principles and integrity [5]. - Truth Social Energy and Essential Services: Targets essential infrastructure and services that support long-term economic growth [5]. Group 2: Company Statements - Devin Nunes, CEO of Trump Media, emphasized the importance of these strategies in supporting innovative companies while aligning with core values [2]. - Troy Rillo, CEO of Yorkville America Equities, highlighted the unique offering of these strategies that combine asset management expertise with American innovation [2]. - Jon DuPrau, Managing Partner at ITG, stated that the SMAs are designed to empower investors to align their investments with their values [2]. Group 3: Operational Details - Each SMA strategy is constructed using proprietary algorithms and is rebalanced quarterly to adapt to market dynamics while maintaining thematic objectives [2]. - Trump Media has provided the seed investment for these strategies, indicating a commitment to the initiative [2].
Truth Social ETFs Launch Today
Globenewswire· 2025-12-30 13:30
Core Viewpoint - The launch of the first five Truth Social ETFs on the New York Stock Exchange represents a significant opportunity for patriotic investors to align their investments with American values and support the U.S. economy [2][4]. Group 1: ETF Launch Details - The Truth Social ETFs are part of the Truth.Fi fintech brand from Trump Media & Technology Group Corp, focusing on securities with a "Made in America" emphasis across various industries [3][4]. - The initial ETFs launched include: Truth Social American Security & Defense ETF (TSSD), Truth Social American Next Frontiers ETF (TSFN), Truth Social American Icons ETF (TSIC), Truth Social American Energy Security ETF (TSES), and Truth Social American Red State REITs ETF (TSRS) [9]. Group 2: Company Statements - Trump Media CEO Devin Nunes expressed satisfaction in providing investment options for those who wish to support American ingenuity and optimism about the economy's future [4]. - Yorkville America CEO Troy Rillo highlighted the ETFs as a transformative opportunity for investors to channel capital towards American strength and innovation [4]. - Steve Neamtz, President of Yorkville America, emphasized the importance of transparency in the ETFs' index tracking, allowing investors to align their portfolios with personal values [4]. Group 3: Future Plans - Yorkville America Equities and Trump Media plan to introduce additional ETFs in 2026, including equity-based and digital asset-based funds [4].
How Trump Is Unleashing His ‘America First’ Agenda on the World | WSJ
The Wall Street Journal· 2025-12-19 17:01
Just one year into his second term, President Trump has fashioned American foreign policy in his image. >> They put America last, we put America first. From targeting alleged narot terrorists on the open ocean to fighting openly with European allies to burkering a fraught ceasefire between Israel and Hamas.What President Trump is really attempting is to make himself one of the top statesmen in American history. Republican Senator Lindsey Graham is a staunch ally of the president and is often in his ear on m ...
X @Nick Szabo
Nick Szabo· 2025-12-18 07:32
Political Stance - Labeling Russia as a terrorist state hinders diplomatic efforts [1] - Such a designation increases the risk of prolonged conflict without Congressional approval [1] - An "America First" approach necessitates de-escalation of tensions [1]
X @The Wall Street Journal
The Wall Street Journal· 2025-12-14 10:57
Political Landscape - Representative Marjorie Taylor Greene's disagreement with President Trump is causing constituents to re-evaluate their alignment with MAGA or "America First" ideologies [1]
X @The Economist
The Economist· 2025-12-13 06:00
Geopolitical Strategy - "America First" foreign policy is summarized in Pete Hegseth's speech and Donald Trump's National Security Strategy [1] - The speech is described as an "anti-globalist" view [1]