Trump promised a $5,000 "Trump Dividend" at the Dallas midterm convention, but only if GOP wins House and Senate. Is anyone actually trying to figure out how to trade this if it actually happens?
He explicitly made it conditional on the election, saying, “Here is my promise: if the Republicans win the House of Representatives and the United States Senate, both of them… because of our tremendous strength and success economically, I will issue a dividend to every adult citizen in the United States of America for $5,000.”
He claims we can afford it because “our country is making so much money,” but with the national debt past $40 trillion, a $1.35 trillion cash drop sounds like a hyper inflation bomb. The wildest part for the markets is his domestic restriction: “The only caveat I have is that the dividend that we're making must be spent in the United States of America. We don’t want you going to Canada to spend the money… We don’t want you going to China, to Germany.” If that money is locked inside the US, it's an instant revenue cheat code for domestic retail giants WMT, TGT, COST. On the other hand, the Fed would probably have to hike interest rates immediately to fight off the inflation spike, which would absolutely crush tech P/E multiples.
How do you even hedge against a $1.3T domestic cash drop?
Source: CNBC
The $1.35 Trillion "Trump $5,000 Dividend" Proposal "Trade"
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Posted by unconventionalbook
24 Comments
Shouldn’t people be more worried of the fact that it’s almost buying votes?
Uh yeah its coming right after that doge check
Not in a million years will this check be sent.
There is a less than zero percent chance this will ever happen.
First, this won’t happen.
Second, I’d plan more for a Democrat sweep based on how desperate this sounds. Their internal polling must be BAD.
Is anyone seriously entertaining the idea that this would actually happen? It’s very transparently bullshit.
Regardless of whether you agree with them, weren’t COVID checks a big driver of inflation?
I’m still waiting on my Doge check
Where does WMT, TGT and COST get almost all their goods from?
Short everything US.
“I’m gonna be the money president”
How is this balancing the budget and or bringing prices down… It’s inflationary
Imagine the reaction if obama said that
It’s becoming clearer by the day how great empires fall. America’s Emperor robbing the country blind, breaking all norms and rules to do it, and yet people are wondering how to “trade” his policies.
Hedge for something that has near zero chance of happening? Buy gold, maybe?
1. It’s a bribe
2. Like his employees you’ll never see a dime
He is so desperate. Rising oil prices which he can’t contain with his BS anymore. Rising yields which they can’t contain with words anymore
What do I do? Free money everyone. Forget about the fact that it would surge inflation and it would cost 1.3 trillion.
Who the hell still thinks Trump keeps his promises. He will say anything to win because winning is the only thing that matters in his view.
All trump supporters are corrupt bigots.
didnt fox news run with “biden buying votes buy canceling student debt”?
lets how they spin this
It will never happen….never. If the republicans win it will never be mentioned again
Can I get mine in singles to throw at his wife as she dances for me?
how is this even legal in usa? me no comprehendo
I’ve seen this movie before. It doesnt end well for the people that believe him.