Brother Crow explains the impact of Trump's three strikes on ordinary people
Where did Trump's three strikes land? What impact does it have on ordinary people?
First Strike: Targeting Harvard
What happened: Freezing government funding (over $6 billion annually) for Harvard and other prestigious schools, forcing schools to disclose "anti-Semitic" courses
Why did he do it: These universities have a lot of liberal professors, and Trump wants to make room for his people
Result: Harvard started selling stocks to hoard cash, military stocks soared
Second Strike: Forcing Apple to return to the U.S.
Threatening Apple: A 27% tax on iPhones not produced in the U.S., iPhone 16 could sell for $18,000 each
Chain reaction: Apple quickly sought TSMC to build a factory in the U.S., Chinese suppliers collectively fled to Mexico
Consumers suffer: Prices of phones and computers will rise, Americans will have to spend an extra $3000 to buy a phone
Third Strike: Stabbing the EU in the kidneys
Tariffs doubled: Tariffs on EU steel entering the U.S. increased from 25% to 50%, specifically targeting German cars
Energy coercion: Forcing the EU to buy American natural gas at high prices, otherwise cutting off the pipeline
Result: Volkswagen's stock price dropped 11% in one day, European cars will be more expensive in the U.S.
What should ordinary people do?
Investment: Buy military stocks (Lockheed), oil stocks (ExxonMobil)
Avoid pitfalls: Sell Tesla (too reliant on Chinese supply chain)
Opportunities: Keep a close eye on factories and warehouse real estate in Mexico
Summary: Trump's three strikes are essentially about courting conservative voters and forcing manufacturing to return. Ordinary people should prepare for rising phone prices and more expensive European cars, but stock traders can follow the trend in military and energy sectors.
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