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Trump Tariffs Wars – Pops the US Bubble

Trump’s Trade Strategy and the Coming Global Shake-Up: How to Position Your Portfolio

As Trump’s team outlines a bold economic plan to reshape global trade, markets should brace for volatility — and smart investors should prepare to capitalize on the coming disruption.

The Trump Team’s Trade Playbook: 4 Strategic Steps

Step 1a: Create Negotiating Leverage (Now)
The U.S. is signaling strength early. By stoking tariff talk and confronting trade partners, Trump’s team is creating friction to force concessions.

Step 1b: Reciprocal Tariffs (Now)
China, the EU, and Canada have already imposed counter tariff risking escalation.

Step 2: Exporters Bear the Burden
Export-heavy countries that rely on access to the U.S. consumer market will face the brunt of these moves. Without trade deals, many Asian and European economies could tip into recession.

Step 3: The “Mar-a-Lago Accord” – Currency Bargain
Eventually, Trump’s goal is to reduce tariffs — but only in exchange for currency stabilization deals and swaps. Think Plaza Accord 2.0, rebranded as the “Mar-a-Lago Accord.”

Step 4: Strategic Dollar Weakening
With new currency controls, the U.S. could let the dollar weaken — making American manufacturing more competitive — while still retaining the dollar’s dominance as the global reserve currency.

Unintended Consequences: The Global Fallout

This strategy, if pursued aggressively, won’t come without pain — especially outside the U.S.

  1. China’s Regional Rise: As America tightens inward, China could fill the void, extending its influence across
  2. Asia and emerging markets.Asia Risks Recession: Many Asian economies heavily depend on exports to the U.S. If no new deals emerge, these countries could see recessions and market chaos.
  3. Global Economic Segregation: The world may bifurcate into “pro-America” vs “non-America” blocs, much like during the Cold War

US Stock Screener

Biotech / Pharma:

  • Harmony Biosciences Holdings (HRMY)
  • Rigel Pharmaceuticals Inc (RIGL)
  • Amphastar Pharmaceuticals (AMPH)

Fintech / Payments:

  • Sezzle Inc (SEZL)
  • PayPal Holdings Inc (PYPL)
  • Global Payments Inc (GPN)
  • Block

Software / Tech:

  • Clear Secure Inc (YOU) — Interesting
  • Grab Holdings Ltd (GRAB)
  • InterDigital Inc (IDCC)
  • DocuSign Inc (DOCU) — Interesting
  • Google (Alphabet Inc) (GOOGL)
  • Etsy Inc (ETSY)
  • Upwork Inc (UPWK)
  • Udemy Inc (UDMY)