Economic Perspective 2025: Emailed the following t
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Posted On: 12/19/2024 10:53:36 AM
Economic Perspective 2025: Emailed the following to Nick:
A few months ago, I read in an article that a big chunk of investors’ money was sitting on the sideline. Why? My opinion: When the outgoing president shakes hands with ghosts & gets lost in a Brazilian wilderness on a stage & wars go on draining billions, yes, I get the point. Now, things have changed. About 7 years ago, the incumbent president at that time said, “I just made you rich” to his billionaire friends after a mega tax cut! Now, it seems like more tax cuts (collectively bigger than the last time) are coming in many categories. Wars are coming to an end! As a result, the safe haven gold stocks are losing steam. Just a couple of days ago, I read news with the following headlines: 1) MAGA Republican launches bid to end income tax on overseas Americans; 2) President-Elect Donald Trump Wants to Lower the Corporate Tax Rate by 29%; 3) US Markets Represents 70% of Total World Market Capitalization; & 4) Wall Street is betting on a strong US economy in 2025. This is just a short list.
Investors’ money multiplier increases in an environment like this. This entire environment is a rare combination of events. A lot of stocks will run hard without much fundamental depending on how robust the “news” is (i.e., expectations, where SNPW is a good candidate). This is also short-lived. However, how long this momentum continues is anybody’s guess.
Nick, can you imagine the amount of investors’ money that is looking for opportunities to get decent returns? You need part of this money for your stock. Please don’t run SNPW in 2025 the way you ran it in 2024. News matters! I’m NOT sure whether investors get “Tweet Alert”; however, I’m sure they get “news alert”. Good Luck!
A few months ago, I read in an article that a big chunk of investors’ money was sitting on the sideline. Why? My opinion: When the outgoing president shakes hands with ghosts & gets lost in a Brazilian wilderness on a stage & wars go on draining billions, yes, I get the point. Now, things have changed. About 7 years ago, the incumbent president at that time said, “I just made you rich” to his billionaire friends after a mega tax cut! Now, it seems like more tax cuts (collectively bigger than the last time) are coming in many categories. Wars are coming to an end! As a result, the safe haven gold stocks are losing steam. Just a couple of days ago, I read news with the following headlines: 1) MAGA Republican launches bid to end income tax on overseas Americans; 2) President-Elect Donald Trump Wants to Lower the Corporate Tax Rate by 29%; 3) US Markets Represents 70% of Total World Market Capitalization; & 4) Wall Street is betting on a strong US economy in 2025. This is just a short list.
Investors’ money multiplier increases in an environment like this. This entire environment is a rare combination of events. A lot of stocks will run hard without much fundamental depending on how robust the “news” is (i.e., expectations, where SNPW is a good candidate). This is also short-lived. However, how long this momentum continues is anybody’s guess.
Nick, can you imagine the amount of investors’ money that is looking for opportunities to get decent returns? You need part of this money for your stock. Please don’t run SNPW in 2025 the way you ran it in 2024. News matters! I’m NOT sure whether investors get “Tweet Alert”; however, I’m sure they get “news alert”. Good Luck!
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