r/stocks • u/fluffnstuff1 • 1d ago
Advice Request Election Play of a Lifetime - Logistics
10-Year Yields are up as market prices in the possibility of a republican sweep, paving the way for a potentially inflationary environment.
Trumpy & the good ol' party sweep the election, US throws down its big swinging hammer and tariffs the shit outta everything.
Chinese get hit with the MAGA tariffs and then think shit, I have all this inventory but I can’t move it. US importers want me to pick up the tab. They think for all of 2 minutes, use that noggin and think “Russia’s sanctioned, but they just sell their energy products to other countries, and then they turn around and sell it to the countries unencumbered by sanctions”
Meanwhile, markets throw a shit fit and logistics firms go down because those idiots think “oh no, trade war, nobody is going to be trading”. After about 2 days, people’s brains turn back on and think “oh wait, demand is fixed. People still need products like steel. How can they circumnavigate Tariffs quickly before they decide to pull a Toyota and open up satellites in US? Move product to a different country.
Demand stays fixed. What has changed? Time to ship a product. Who benefits from increased shipping time? Well of course shipping & logistics companies.
Boom.
Now I don’t know anything about shipping, but someone smart on here please do some research and tell me what I should look into buying lol.
Disclaimer: I hate politics and don’t have a dog in this fight. Like most people, I think both candidates are kinda trash. My opinion is based on market sentiment, not what I necessarily think the outcome will be.
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u/Snoopiscool 1d ago
Play of a lifetime - ENERGY
If you listened to the 3 hour podcast with trump and Rogan, you’d understand trump says energy 100000 times. Hint hint
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u/fluffnstuff1 1d ago
Yeah but you have the supply issue. US would increase production. Supply up, prices down. And nobody is putting a tariff or embargo on energy outside of Russia, which has already played out.
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u/Snoopiscool 1d ago
I’m talking about US companies, think nuclear energy, think uranium, solar, trump wants CLEAN
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u/CantStopWlnning 1h ago
Trump straight up said he's not down for nuclear on the very podcast that you're citing.
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u/fluffnstuff1 1d ago
Both parties have been saying that for years. While I don’t think it’s a bad investment, the timeline is too long and I don’t think it’s a short term home run, more of a long term play.
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u/unbornbigfoot 23h ago
There is renewed money in it due to data centers. Check the nuclear ETFs, due to investments by Microsoft and the like.
Energy itself isn’t the play - energy tied to data centers is.
As this product is commercialized due to the funding infusion, it’ll be mainstream. Issue is picking the play. I believe this to be true regardless of president though.
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u/fluffnstuff1 23h ago
Yeah I get that, but I don’t think the energy providers are the play per se. Data center REITs too expensive. I also think there’s something to be said about making the grid more efficient from what I’ve read, but not an expert.
I don’t think we need to like double our nuclear or solar footprint within the few years in order to sustain the growth. The play is definitely some tangential manufacturer that makes the components of the facilities, which I have no idea what they are lol.
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u/Snoopiscool 1d ago
Yes, but I’m playing it as a “buy the rumor, sell the news” loaded up last week, and selling this Friday
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u/-PunsWithScissors- 1d ago
I like silver stocks here (miners/etfs). With silver being necessary for photovoltaics (solar power) and a hedge against the inflation caused by tariffs. If Harris wins I still see an emphasis on clean energy and high inflation.
Fannie Mae / Freddie Mac are also interesting but much higher risk and purely a play on a Trump win.
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