A Hidden Industry That Will Benefit From Trump Winning

The financial world changed on November 5th, 2024 with the election of Donald J. Trump. Markets reacted like I thought they would. The stock market made new all-time highs with small and micro-cap companies, comprising of the Russell Index, up almost six percent. It was a reactionary move to lower taxes, lower interest rates, tariffs to benefit domestic manufacturing and the potential for a lower regulatory environment to boost GDP and productive output.

Since the reactionary move to Donald J. Trump winning another four years as President of the United States, the markets have cooled off. Stock prices over the past week have dropped. With the Russell taking the brunt of the beating. Nonetheless, the future of the United States and financial markets over the next four years will come with change. Change that I hope to profit on.

There will be many ways to profit off a Trump Presidency over the next four years. Some are obvious. And some are more obscure. The obvious trade is going long bitcoin and other crypto pumps. Trump has stated multiple times he is pro-bitcoin. There have been rumors of a zero percent capital gains tax on crypto that have been floated. Other rumors on the U.S. Treasury buying bitcoin and holding coins like we hold gold. Even rumors of a potential reserve currency. But these Trump plays are too obvious and overhyped.

Some other Trump trade ideas are to own domestic manufacturing and small businesses. Should Trump enact his tariff plan, domestic manufacturing should benefit. Building a comprehensive list of publicly traded domestic manufacturing companies is something I am working on. Companies with real assets that could experience significant output. Companies that are currently using only 50% of their domestic manufacturing capacity. The potential to sublet space, or win new business. The incremental margins on winning new business for a fixed cost operator could be significant.

But even that is too obvious. I’m sure hedge funds across the world are scrambling to find these domestic manufactures and are already placing bets. I don’t like competing with hedge funds. They have more resources than me. That is why I focus on small net-nets with tiny market caps.

Over the weekend I did some reading. I had a lot of earnings calls to catch up on. I tend to read earnings calls at night time. When the distractions of the day time are over. Then when it was almost time for me to head to sleep I read a single sentence in an earnings call that changed how I was thinking about the entire Trump trade. This sentence awakened me. And then I realized how significant Trump becoming President could be for this entire industry.

I am still doing research on this industry but everything I am reading is extremely compelling. In fact, compelling isn’t even the word to use. The word should be billions. Multiple billions. Trump winning the election could result in this niche industry pulling in billions of dollars over the next four years. And making the billions won’t be from one single source. It could be multiple ways.

In this article I will be talking about this important regulatory change that could jump start this industry. I will walk through who the key players are. How they could make billions. And what I am doing to position myself to win. This is an exciting time to be an American. Change is coming.

And I plan to profit.