Mihin kannattaisi sijoittaa, että hyötyisi Trumpin presidenttikaudesta?

Hiiliteollisuuteen. Nyt uusiutuvien energioiden rahastot romahtavat.

Trumpin ja Melanien "bitcoineihin" sijoittamalla ovat monet jo upporikastuneet.

Vuodan nyt tietoa suuren investointipankin kirjeestä unhw asiakkailleen.

This month, we offer some plausible surprises that could affect markets in 2025:

The S&P 500 returns >20% for a third straight year

The tariffs work; global rebalancing boosts US industrial production

Loper Bright, Corner Post, and DOGE unlock business investment

Artificial intelligence models run out of human-created training data

Household buyers of government bonds become recusants

The euro area breaks free of zero-debt, zero-energy policy shackles

JPY = QQQwho knew? Yen strength burdens US growth stocks

Demand for alternatives creates its own supply

Someone turns off the internet; diplomacy via subsea cord-cutting

Grid fragility, aging tech & erratic renewables cause $600bn of power outages

Vierailija kirjoitti:

Trumpin ja Melanien "bitcoineihin" sijoittamalla ovat monet jo upporikastuneet.

Ööööööööööööööö se juna meni jo, toope.

Ehkä sotateollisuuteen ja teräkseen. En tiedä luottaako Trumppiin sen enempää ystävät kuin vihollisetkaan. Varmaan kaikki hommaavat sotakoneet omalle takapihalleen.

John Deere ja Texas Instruments nyt ainakin.

Vierailija kirjoitti:

Trumpin ja Melanien "bitcoineihin" sijoittamalla ovat monet jo upporikastuneet.

Minäkin louhin $TRUMP:eja ja rikastuin valtavasti!

High conviction ideas for 2025 Some of our highest conviction investment ideas for 2025 include banks, natural gas, a nuclear power in equities; gold; CLOs in credit, and Japan in international markets (see The RIC Report: Year Ahead 2025: The asymmetric upside for allocators for more). 

Gold (GLDM, IAUM): Global gold demand continues to risethe PBOC started buying gold again in October after holding steady for most of 2024. Polands central bank has 15% of reserve assets in gold, with a goal to increase to 20%. Gold remains the consummate hedge for investors worried about inflation or growth (see The ETF Angle: Golds glass ceiling & gilded floor for more). 

Nuclear power (URA, URNM, NLR): Policymakers around the world openly embraced restarting and expanding nuclear energy capacity last year. Vistra (+262%), a utilities company with nuclear power exposure, was the top performer in the S&P 500 in 2024 while another nuclear-exposed utility, Constellation Group (+93%), was in the top 10 (Exhibit 21). ETFs offer exposure to every part of the nuclear energy value chain from physical uranium to utilities (see The ETF Angle: The world is realizing the nuclear necessity for more

Vaippoihin. Putinillakin on oma aikuisvaippamallisto.

Natural gas & pipelines (TPYP): Power demands that will ultimately require more nuclear energy are being met today with easily deployable natural gas. Gas linked MLP companies could increase cash flow by 50% in the next two years and a decade of underinvestment will benefit owners of energy infrastructure (Exhibit 22see Exchange Traded Funds: Naturally, gas for more). 

Banks (KBWB): Investor optimism for deregulation, increased M&A, and lower taxes should support bank stocks in 2025. M&A was weak last year (9,946 deals vs 12,733 5yr pre-pandemic avg) and IPO markets were slow (131 vs 158 5yr pre-pandemic avg see US Banks: Year Ahead 2025). US bank valuation still looks attractive, and a normalizing yield curve should support multiple expansion

Rollaattoreihin ja lääkkeisiin.

Japan (DXJ & EWJ): dollar-hedged Japan was the worlds best performing major equity market last year. Lasting structural reforms, stronger nominal GDP growth, and a focus on shareholder returns keep us bullish on Japanese stocks (Exhibit 23). 

  10 The RIC Report | 14 January 2025 Given our expectation for limited additional yen weakness, it may be time for active investors to rotate into un-hedged funds like EWJ or BBJP. 

CLOs (JAAA): Floating rate debt should outperform as company fundamentals remain strong with and could benefit more if the pace of Fed cuts slows. Loan default rates in 2025 should range between 3.5-4.5% and demand for private debt should remain strong. CLOs have registered some of the strongest risk-adjusted returns over the past decade, matching US equities

Sijoita trump coiniini, osoita tukesi miljardööreille.

Bitcoiniin tai Bitcoin Spot ETF:ään. 

Yksityisiin turvapalveluihin, palomiehiin ja palamattomiin rakennuksiin

Avaruusteollisuuteen

Maatalous- ja siivousrobotteihin

Sveitsin frangiin ja kultaan. Sota tulee, kun hullut on irti.

Huvilaan Madeiralla, Azoreilla taikka Uusi-Seelannissa.

Omaan elämään. Neljä vuotta aikaa elää eikä tuijottaa kursseja.