TSLA
Tesla
-- 456.857 NVDA
NVIDIA
-- 130.925 PLTR
Palantir
-- 72.899 SMCI
Super Micro Computer
-- 33.550 MSTR
MicroStrategy
-- 429.970 
Is Gold the Most Certain "Trump Trade" Direction?
A recent survey suggests gold will be the best hedging tool if Trump returns to the White House. Conducted from July 22-26, the survey included 480 respondents such as portfolio managers, analysts, and retail investors. Twice as many people would prefer gold over the dollar as a safe haven asset if Trump wins.
Over 60% believe a Trump re-election will weaken the dollar. His policies, like cutting corporate taxes and raising tariffs, are seen as stimulating growth but also increasing inflation. Wall Street fears these policies could force the Fed to resume rate hikes.
J.P. Morgan analyst Gregory Shearer noted that geopolitical tensions, the U.S. fiscal deficit, and global central bank activities are driving up gold prices. These factors could be amplified under Trump 2.0.
During Trump's first term, the dollar fell by over 10%, while gold rose by over 50%. This time, the macro environment is again favorable for gold, with expected Fed rate cuts and central banks buying gold to reduce dollar dependence.
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Davidzed : Will financial stocks (bank of america) do welll if trump wins and if the rate cut is imposed
Ultratech : if golds up means usd isn't doing good under trump
Money K : Trump's presidency is all good for America, no war, etc.