One Word To Describe Trump 2.0 - TACO
πππOne year into Trump 2.0, the verdict isn't written in policy. It is etched in mood.
TACO : Trump Always Chickens Out.
TACO also stands for Tariff, Approval, Chaos and Overhang.
This is the flavour of 2025 - spicy, erratic and deeply unpopular.
Tariff: The Economic Sledgehammer
Trump's 2nd term reignited the trade wars with a vengeance. Tariffs on over 60 countries scorched supply chains, strained allies and rattled investors. The S&P500 now trails behind China, Europe, China and even Singapore. This is a reversal of the "America First" promise.
While the markets did not crash, the damage was done. Inflation went up due to the tariffs. Trust eroded.
Approval: The Collapse of Confidence
Trump's approval rating has dropped to 37%. The 2025 government shutdown is now the longest in history. 42 million Americans were left without food aid, housing support or healthcare.
For over a month, air traffic controllers worked without pay. Many flights were canceled due to insufficient staffing.
Data went dark. Important economic indicators like job reports, inflation data and GDP updates were delayed or suspended.
Markets moved blind. Analysts had to guess. Small businesses could not plan. The shutdown did not just freeze government. It froze foresight.
Chaos
Shutdown showdown? Chickened out.
Tariff tantrums? Chickened out.
Stock market slump? Chickened out with Buy The Dip tweet.
Even the financial sector is growing wary. Deregulation and tax cuts can only go so far but unpredictable tariffs are hurting the economy.
Overhang
The overhang isn't just economic. It is emotional. A nation divided. A market unsure. A presidency that is more drama than stability.
What should investors do?
Stay tactical : Focus on sectors with real earnings and global exposure.
Watch the Fed: Trump's influence may pressure monetary policy but Jerome Powell won't bow to pressure.
Follow fundamentals : AI Infrastructure (like Nvidia), financials with tailwinds and global ETFs may offer resilience.
Concluding Thoughts
I would stay calm, stay focused and invest with a long term horizon. Through the chaos, one truth remains: the markets always recover.
@Tiger_comments @TigerStars @TigerClub @CaptainTiger @Tiger_SG
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- DIMCOΒ·11-09TOPYou raise important points about the market's uncertainty.1Report