THE SWOON SONG

THE SWOON SONG

The Swoon Song.

Prepare yourself.

Prepare your portfolios.

The upcoming change of leadership at the White House, and in Congress, is not going to be the normal move from one party to another. Many of the people that are going to be involved with running the government will be very, very different from the people who are in charge now. We are not going to get the typical political types but many people from business and from different parts of the economy that are radically divergent from what we are used to, and many corporations are going to be radically affected.

“Progress is impossible without change and those that cannot change their minds cannot change anything.”

??????????? ?-George Bernard Shaw

Besides the many non-political types that will be in our government we will have a very different form of taxes, tariffs, regulations and laws that are going to be enacted by our new government, in my opinion. What was, will not be any longer. Consequently, I advise each and every one of you to look at your investments and give some serious thought as to how they will be impacted. Do it now and do not wait for the next administration to take over.

The new import tariffs Trump talked about during his campaign, especially the extra 60% tariffs on goods from China could lead to sharply higher prices, and some serious reactions from the Chinese government. In addition, our new President did not have many kind words for the U.S. Chips Act, even though it is focused on getting some semiconductor manufacturing back to the United States, which is one of Trump’s priorities, he has stated. The Chips Act provides grants, tax credits and loan guarantees. However, in my view, what the regulations are now will be nothing like the ones are about to get when our new President takes command of the Oval Office. The Wall Street Journal reported that Trump wants Robert Lighthizer as his trade czar, a former U.S. trade representative who helped him impose tariffs in his last administration. If this comes about then, I think, there will be a series of consequential restrictions that will come about and in short order. Tariffs could also hit the semiconductor-equipment industry, where the production of some equipment used to fabricate semiconductors is also made outside of America. Trump may further expand U.S. export controls, as part of his "America First" strategy.

I am not being critical here. I am just trying to point out that the American economy is about to be radically different and so some real soul searching should be conducted when examining your investments.

This week's appointment of Tesla Inc. (TSLA) Chief Executive Elon Musk and former Republican candidate Vivek Ramaswamy to lead a "Government Department of Efficiency" to create a smaller government could also have a very marked effect on many governmental agencies which will impact many corporations, in my opinion.

“The secret of “Change” is to focus all of your energy not on fighting the old, but on building the new.” ???????

-Socrates

The ”New” is certainly coming.

Focus on it now!

??????????? Mark J. Grant

??????????? Chief Global Strategist

????????? ??Colliers Securities

??????????? [email protected]

??????????? U.S. 954-999-0933

Michael Ashton, CFA

"The Inflation Guy" - Inflation Products and Markets Expert - aka Inflation "Fixer" - Cost Dynamics Consulting - Supply Chain Hedging - Inflation Factor Diagnosis, Valuation, and Optimization

3 个月

I don't see the advice. "It's going to be different having a capitalist system rather than a socialist system." Okay, I got that. What are you recommending, Mark?

Mark J. Grant

"Chief Global Strategist," Colliers Securities/Author of "Out of the Box" and creator of "Grant's Income Strategy" which provides outsized yields with monthly cash flows.

4 个月

Thanks Bruce!

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Bruce Stevens

Principal Process Safety Engineer

4 个月

Once again, the Wizard of Wall Strett is right on point! Great advice!

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