Katusa Research
 
Katusa's Investment Insights
 
November 15, 2024

The Trump Effect: How America’s Second Chance Could Make You Rich

By Marin Katusa

In this week’s Investment Insights
America’s Comeback: Trump’s re-election drives energy independence, manufacturing growth, and pro-business deregulation for a new economic boom.
Strong Dollar, Strong Future: Trump’s policies keep the U.S. dollar dominant, outpacing China and Europe with unmatched resilience and innovation.
Energy & Market Surge: A bold hybrid energy strategy and predictable policies unleash opportunities—betting against America is a mistake.
America just made a massive statement.

And the markets responded with vengeance. Donald Trump’s re-election marks a monumental shift poised to reshape the nation's future.

Forget the talking heads who claim the country is doomed.

They're not looking at the hard facts that spell out a comeback story for the ages.

I know what you’re thinking: How could anyone believe in America's "rise" amidst chaos, division, and global uncertainty?

In 2021, I spelled it all out in my book – The Rise of America.

It's easy to be cynical, but here’s what most people are missing.

Chaos Breeds Opportunity


You can't have meaningful change without a bit of chaos. Trump thrives on that chaos. Critics say he's dangerous. Unpredictable. Reckless, even. But that unpredictability? It’s exactly why America is on the verge of another historic rise.
  • Under Trump, America leans hard into energy independence.
Trump backs the kind of deregulation that cuts through bureaucratic red tape faster than anyone in D.C. wants to admit. You can’t overlook the jobs that come from oil and gas, and you can bet that a second Trump term means serious muscle behind domestic energy.

This administration isn’t waiting for permission from foreign allies or appeasing international bureaucrats. America is putting itself first. And if you think that’s bad news for the rest of the world, think again. The world needs a strong America.
If the U.S. falters, global markets tremble. When America wins, everybody else benefits.
 

The Dollar’s Surprising Strength


Despite dire predictions, the U.S. dollar remains the world’s reserve currency, and it's not going anywhere.
  • In fact, as of 2024, the U.S. dollar still accounts for approximately 58% of global currency reserves, according to the IMF.
Fiat this, money printing that… Experts have spent years warning about the dollar's collapse. Yet, here we are. The truth?

A Trump presidency means confidence in the dollar.

Trump has already started making significant nominations and appointments that will move the America First agenda forward.

Investors know that Trump won’t let the Fed bow to international pressure.

His policies may seem radical, but remember: currencies are always relative. Trump's bold moves are set to strengthen the U.S. dollar against global competitors, solidifying its dominance.

Look at the alternative. Compare America to China, a nation facing demographic and economic crises. Or Europe, where bureaucratic overreach smothers innovation.

Despite its challenges, the U.S. remains the world’s most adaptable, resilient, and future-proof economy. With red tape slashed, America’s capitalistic spirit will drive innovation across technology, industry, education, and defense.

That’s why Trump’s election isn't just a political move - it's a catalyst for a stronger, more dominant dollar. One that retains its status as the backbone of international finance.
 

Big Moves in Manufacturing


Remember how they said American manufacturing was dead? During Trump's first term, factories saw a revival. His policies incentivized companies to bring jobs back home. Sure, it wasn't perfect. But no one can deny that he reignited a manufacturing mindset in America.
  • During Trump’s first term, America added over 450,000 manufacturing jobs, according to the Bureau of Labor Statistics.
Now, he’s back. And this time, he’s doubling down.

Expect new incentives for domestic production, more tax breaks, and a massive focus on “Made in the USA.” Forget cheap imports. Trump’s America means high-tech manufacturing centers that create quality jobs.
  • America becomes the place where innovation meets execution.
And don't forget: tariffs aren't just taxes. They're bargaining chips.

When Trump plays hardball with foreign competitors, he’s doing so to secure better deals for American workers. That’s not just strategy. It’s leverage.
 

The New Energy Revolution


Love him or hate him, Trump isn't afraid of bold ideas.

While Biden focused heavily on renewables, Trump’s return brings a hybrid model. He knows oil and gas aren’t disappearing overnight, and neither are renewables.

Under his administration, you'll see a nuanced energy policy—one that uses America's natural resources while investing in cutting-edge technology.

Yes, that means more drilling. But it also means using that energy wealth to invest in emerging sectors.
  • Think infrastructure upgrades,
  • Advanced nuclear technology, and maybe even
  • A space-energy race that makes today's innovations look like child’s play. UAPs? Watch how fast the technology gets incorporated into the American arsenal. 
America isn't just keeping the lights on under Trump’s leadership, it’s paving the way for energy dominance.
 

The Return of Confidence


Think back to the markets during Trump's first term. They surged. Investors had confidence. The administration understood that markets thrive on certainty and tax incentives that boost innovation. Expect that again.

Markets like predictability in policy, and with Trump, you know what you’re getting. It might be controversial, but it’s a known playbook.

For small businesses, this means less paperwork and more opportunities.

For large corporations, it’s about tax structures that reward risk-taking. Everyone benefits when the barriers to entry are lower, and Trump knows how to lower them.
 

NEVER, EVER Bet Against America


So, what does this mean for you? The re-election of Trump is a wake-up call.

If you've been betting against America, it's time to reconsider. There’s more at play than the culture wars and divisive rhetoric.

Beneath the noise lies an economic strategy laser-focused on American growth.

Sure, challenges remain. Debt. Income inequality. A divided nation. These aren’t small issues. But America has always been the land of reinvention.

And right now, we're on the cusp of the next great reinvention.

So, ask yourself: Are you prepared?

Because this isn’t just a moment in history. It’s a once-in-a-lifetime chance to position yourself and your investments.

I’ve tailored my portfolio in specific markets to prepare for what’s coming for the rest of this decade.

The opportunity in the country’s “Golden Age” is right here for the taking and America is about to rise again. Are you ready to rise with it?

Regards,

Marin Katusa

P.S. Don’t miss your chance to get ahead of the biggest market moves. Join Marin’s Katusa Resource Opportunities for exclusive insights, cutting-edge research, and high-impact investment opportunities you won’t find anywhere else. Subscribe now and position yourself to profit from America’s next great rise.
For Real-Time Market Alerts, Follow Us:
Share Share
Tweet Tweet
Share Share
 
Copyright © 2024, Katusa Research, All rights reserved.

PLEASE READ: RETURNS AND TESTIMONIAL DISCLOSURE 
Contact Us | Privacy | Terms & Conditions

Details and Disclosures

Investing can have large potential rewards, but it can also have large potential risks. You must be aware of the risks and be willing to accept them in order to invest in financial instruments, including stocks, options, and futures. Katusa Research makes every best effort in adhering to publishing exemptions and securities laws.

By reading this, you agree to all of the following: You understand this to be an expression of opinions and NOT professional advice. You are solely responsible for the use of any content and hold Katusa Research, and all partners, members, and affiliates harmless in any event or claim.

If you purchase anything through a link in this email, you should assume that we have an affiliate relationship with the company providing the product or service that you purchase, and that we will be paid in some way. We recommend that you do your own independent research before purchasing anything.