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Trump Effect

baddog

By baddog
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TheMissingBand
TheMissingBand

Reagan and Porter.

OlDawg
OlDawg

Hey! Don’t knock it! 😆  Had chopped steak with baked sweet potatoes last night. Went fancy with a slice of sharp cheddar on the steak, and last of the leftover jellied cranberry sauce. All follow

Porter
Porter

yeah …..the border doesn’t bother you till you lose your job to an illegal or your daughter is raped and murder by an illegal.   I will say Trump has done an excellent job on the border. 

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thetragichippy

thetragichippy

Posted
Posted
2 hours ago, DCT said:

Israel  First is benefiting from the trump effect.

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Really......?

Why are you concerned about Israel first? I could care less what their markets are doing. 

S&P 500 heads for it's best monthly gain in 5 years....

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As of late April 2026, the NASDAQ Composite (^IXIC) has been trading near its 52-week highs, closing around 24,673.24 as of April 29, 2026, after experiencing strong performance over the past year.

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OlDawg

OlDawg

Posted
Posted
10 minutes ago, thetragichippy said:

Really......?

Why are you concerned about Israel first? I could care less what their markets are doing. 

S&P 500 heads for it's best monthly gain in 5 years....

This is the hidden content, please

 

As of late April 2026, the NASDAQ Composite (^IXIC) has been trading near its 52-week highs, closing around 24,673.24 as of April 29, 2026, after experiencing strong performance over the past year.

This is the hidden content, please

One of the best indicators for growth that will help Main St.:

Caterpillar

The stock is on a tear, and is a construction/manufacturing/infrastructure bellwether.

thetragichippy

thetragichippy

Posted
Posted
12 minutes ago, OlDawg said:

One of the best indicators for growth that will help Main St.:

Caterpillar

The stock is on a tear, and is a construction/manufacturing/infrastructure bellwether.

You were not joking - Caterpillar is up 302% in the last 6 months......

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TheMissingBand

TheMissingBand

Posted
Posted
13 minutes ago, thetragichippy said:

You were not joking - Caterpillar is up 302% in the last 6 months......

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I was curious if you’re correct, and the article that I found shows them up 180% over 12 months, not as flashy, but still great. 
 

So I asked myself “why is Big Yellow doing so well when the rest of the economy isn’t?”

 

Their generator business has exploded with the growth of AI and data centers. It’s a new segment, and it explains why cat stock price is doing better than Deere, Komatsu, etc. 
 

Those gen sets are primarily made in China, Germany, India, Brazil, and the UK.  But there is a small facility in Georgia  

 

OlDawg

OlDawg

Posted
Posted
58 minutes ago, TheMissingBand said:

I was curious if you’re correct, and the article that I found shows them up 180% over 12 months, not as flashy, but still great. 
 

So I asked myself “why is Big Yellow doing so well when the rest of the economy isn’t?”

 

Their generator business has exploded with the growth of AI and data centers. It’s a new segment, and it explains why cat stock price is doing better than Deere, Komatsu, etc. 
 

Those gen sets are primarily made in China, Germany, India, Brazil, and the UK.  But there is a small facility in Georgia  

 

That’s a big part—yes. They are also a major play for equipment required for building any type of facility.

Where Big Cat goes, engineers, electricians, welders, instrument techs, HVAC, plumbers/fitters, millwrights, scaffold builders, and just about every construction craft you can think of soon follow.

Good paying jobs.

Caterpillar is a leading indicator. Not a current snapshot. Similar to rail.

This is also good news for the American steel industry. Good jobs in that industry.

Important to note that many of the jobs necessary to build out will also be required to maintain the facilities. So, there will be more than just short to mid-term construction jobs. There will be long-term maintenance jobs in the crafts/skills/trades. Ironically, jobs that advanced AI has to have to exist.

Jobs that many with a wasted 4 year degree will wish they had not looked down on as beneath them.

OlDawg

OlDawg

Posted
Posted
1 hour ago, thetragichippy said:

You were not joking - Caterpillar is up 302% in the last 6 months......

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I own a small piece of UNP (Union Pacific). Another solid, leading indicator of growth.

Check out their past year. Good divvies as well. Boring, but solid. My type of stock.

My personal opinion is the economy is primed. People aren’t really dying because of gas or food prices. What’s killing folks is insurance of all types (medical, auto, home, flood), utilities, and property taxes.

These are what’s hitting people so hard. It just makes everyone notice the smaller items more, and that leads to a general sense of financial insecurity. The grocery and gas bills seem really outsized because the insurance, utilities, and property taxes are jumping astronomically, and affecting people’s ability to even stay in their homes.

Just my opinion.

TheMissingBand

TheMissingBand

Posted
Posted
55 minutes ago, OlDawg said:

I own a small piece of UNP (Union Pacific). Another solid, leading indicator of growth.

Check out their past year. Good divvies as well. Boring, but solid. My type of stock.

My personal opinion is the economy is primed. People aren’t really dying because of gas or food prices. What’s killing folks is insurance of all types (medical, auto, home, flood), utilities, and property taxes.

These are what’s hitting people so hard. It just makes everyone notice the smaller items more, and that leads to a general sense of financial insecurity. The grocery and gas bills seem really outsized because the insurance, utilities, and property taxes are jumping astronomically, and affecting people’s ability to even stay in their homes.

Just my opinion.

All stocks are making huge gains as they recover from Trump’s “Liberation Day” abortion of a tariff program and start of Operation Epstein’s Fury. 
 

Insurance is up because the costs that they pay to repair or replace products has risen tremendously.  Utility cost increases also fall squarely on the Trump administration for disrupting global supply chains with the Operation in Iran. Property taxes are decreased for homeowners in Texas, not increased.  That part is just not true. 

DCT

DCT

Posted
Posted
5 hours ago, thetragichippy said:

Really......?

Why are you concerned about Israel first? I could care less what their markets are doing. 

S&P 500 heads for it's best monthly gain in 5 years....

This is the hidden content, please

 

As of late April 2026, the NASDAQ Composite (^IXIC) has been trading near its 52-week highs, closing around 24,673.24 as of April 29, 2026, after experiencing strong performance over the past year.

This is the hidden content, please

Trump put Isreal first. We are still waiting on health care, the end to this Epstein war and the economy.  Poor people and the elderly don't care about the S&P.  Gas and groceries are outrageous and medicare has suffered.  The point you missed is that America is not thriving but Israel is.   He wants tax payers to pay for a ball room.  Really?

thetragichippy

thetragichippy

Posted
Posted
1 hour ago, DCT said:

Trump put Isreal first.

If you think preventing Iran from getting a nuclear bomb was just for Israel and not our interest you are very wrong. 

Leaving out we have troops and American Embassy's close by, what do you think we would do if we allowed them to have a few nukes and they bombed UK, France, Germany and Romania? We, as America has always done, would jump into a straight  up war......I'm also pretty sure if Iran nukes Israel, Israel would nuke them back..... What would that cause? Who would react? World War??  Who knows....... Right now, none of that is possible, and the stock market you tried to point out is doing just fine.

baddog

baddog

Posted
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Posted
19 minutes ago, thetragichippy said:

If you think preventing Iran from getting a nuclear bomb was just for Israel and not our interest you are very wrong. 

Leaving out we have troops and American Embassy's close by, what do you think we would do if we allowed them to have a few nukes and they bombed UK, France, Germany and Romania? We, as America has always done, would jump into a straight  up war......I'm also pretty sure if Iran nukes Israel, Israel would nuke them back..... What would that cause? Who would react? World War??  Who knows....... Right now, none of that is possible, and the stock market you tried to point out is doing just fine.

Totally agree. Hippy, should that happen, would it be WWXII?

DCT

DCT

Posted
Posted
24 minutes ago, thetragichippy said:

If you think preventing Iran from getting a nuclear bomb was just for Israel and not our interest you are very wrong. 

Leaving out we have troops and American Embassy's close by, what do you think we would do if we allowed them to have a few nukes and they bombed UK, France, Germany and Romania? We, as America has always done, would jump into a straight  up war......I'm also pretty sure if Iran nukes Israel, Israel would nuke them back..... What would that cause? Who would react? World War??  Who knows....... Right now, none of that is possible, and the stock market you tried to point out is doing just fine.

TACO just like he did North Korea.  They are now a nuclear power.  Iran controls the strait and we are in a forever war. Iran has stated, and they will not give up there chemicals and they have the support of Russia and China.

baddog

baddog

Posted
  • Author
Posted
8 minutes ago, DCT said:

TACO just like he did North Korea.  They are now a nuclear power.  Iran controls the strait and we are in a forever war. Iran has stated, and they will not give up there chemicals and they have the support of Russia and China.

North Korea has been a nuclear weapons power for quite a while now.

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