Wolf Money(US election and my personal observation)

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(Image credit: AP)

Surprisingly it was an easy win for Donald Trump. The White House, the House of Representatives and The Senate all have one colour on them. Red! I listed down my general observations and predictions from this election and what it holds for the next 4 years.

*High interest may continue given Trump inflationary policies. Powell unlikely to cut rates much, he might get replaced by Trump.

*Oil likely to do well in an inflationary environment. Given Texas is a Republican stronghold

*Western allies likely to hedge their bets given their past grievances with the Trump administration. Western countries ties with China will improved.

*Crypto and Elon trades likely to benefit

*Chinese economy to be more subdue over the next 4 years

*China’s stimulus is likely to be more measured going forward due wide interest rate differential between US and China. Too much stimulus might cause an unwanted currency crisis due to capital outflows.

*Asian economies growth to slow due to tariff threat

*Elon Musk might be keen to contest the next presidential election

*Gold and commodities to stay high.

*Potential min. wealth tax outside of US to stop wealth leakages, similar to the min corporate tax rate introduced by OECD

*Partition of Ukraine to end war. Ukraine and NATO on the losing side. Israel to have full security control over Gaza

*Allies and countries needing US military protection will be blackmailed for protection money

*Yen to be weak for slightly a bit longer and higher inflation for the Japan will continue

*Cash is attractive as an investment 

2c worth. Don’t take it as cardinal truth. Just guessing.

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All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we believe are reliable but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way whatsoever warrant or guarantee the success of any action you take in reliance on our statements. All information provided are for education only. Buyer beware,do you own due diligence.

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