This is the second in a series of articles of strategic investing based upon commitments of trillions of dollars, the finalization of a multitude of better trade agreements, and with tax cuts legislated by Independence Day. The latter will provide stability for domestic investment, which with no tariffs and an effective 15% tax for US production, this could launch the stock market upwards like one of Elon’s rockets!
In my previous article, I noted of nearly $3 trillion of investments in AI, for which I advised purchasing NVIDIA, Oracle, Apple, and Taiwan Semiconductors given their cumulative announced investments of approximately $1.3 trillion. Not genius picks, but NVIDIA from May 9, increased from 116 to 135, up 16%, while Taiwan Semiconductors rose 10%, with Apple and Oracle up over 6%.
Yes, Trump’s pause on tariffs with China and the framework for a trade agreement, combined with the new UK trade deal, had the DOW responding with a jump of 1160 points.
However, if we see a great increase in tech stocks simply from a pause on tariffs with China, what will happen when far better trade agreements are inked with China, India, Vietnam, the EU, and many other countries? Hint… the market takes off!
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