🦅 Trump 2.0: One Year Later — Markets Running on “Whiplash”

Isleigh
11-10

$Trump Media & Technology(DJT)$  

If there's one word to sum up Trump's first year back in the Oval Office, it's whiplash.

From record highs to chaotic pullbacks, the market's been on a caffeine-fueled roller coaster since Trump 2.0 began. The early months saw Tesla ripping +70%, Bitcoin mooning past $100K, and AI stocks (led by Nvidia and Palantir) rewriting valuation logic. But fast-forward twelve months — the sugar rush has worn off.

📉 Bitcoin is back below $100K, caught between rate-cut rumors and renewed regulation talk.

🚗 Tesla retraced after the Musk–Trump spat mid-year and cooling EV sentiment.

📊 S&P 500 barely eked out +0.13% YTD — a far cry from the 2023 bull run that fueled dreams of endless liquidity.

Still, don't write off Trumpnomics just yet. His renewed focus on domestic energy, tariffs, and reshoring has quietly revived small-cap industrials and defense plays. Meanwhile, the shutdown drama and Fed hesitation have only paused—not killed—the risk-on trade.

My read? The market's resetting its tempo. Once fiscal clarity and rate cuts align (likely by Q1 2026), we could see the next surge led by AI, defense, and crypto infrastructure plays — not just mega-caps.

Volatile? Absolutely. But in this whiplash economy,  conviction beats complacency.

💬 One word for Year 2? Reacceleration.

I'm not a financial adviser. Trade wisely, Comrades!

1-Year Anniversary of Trump 2.0: One Word to Sum Up Would Be?
This week marks the one-year anniversary of Trump’s re-election — so what has happened in the markets since then? After Trump’s victory last year, Tesla surged 70% and Bitcoin broke above $100,000. But one year later, the S&P 500 is up only 0.13% year-to-date, Bitcoin has fallen below $100,000, returning to where it started, and Tesla—after facing the Musk-Trump crisis mid-year—has retraced to fill last year’s price gap. Meanwhile, U.S. stocks have broadly underperformed compared to other markets.
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