[CleanSlate]

With Trump's election victory and his non-establishment status, the economic landscape is sure to be very interesting for the next four years. As you all know, he wants to change the way US does trade and to bring manufacturing and other long-outsourced jobs back into America. Plus, he wants to build the wall to stem illegal immigration from Mexico.

Whether Trump will actually be able to put his policies into effect remains a big question mark.

But if he IS able to execute his policies, it will be interesting to see which economic and industry sectors stand to gain the most, and which ones stand to lose.

A few general stuff immediately comes to mind:

- Auto industry
- Construction
- Security
- Oil & gas
- Clean coal?
- Tech? (what kind of tech...)
- Other?

But I feel just knowing which industries will gain the most isn't enough, because it may be the local and small businesses leading the way.

So how can we drill down into the above sectors to find sub-sectors and niches that stand to gain the most from a Trump administration?

I think this will be useful for people looking for new jobs, trying to start a small business, and for freelancers / remote workers to find contract opportunities with such small (and medium?) businesses.

Personally, I'm on the freelance side of things, so I want to look out for opportunities to work remotely with businesses that stand to take off in the next four years.

I'm also curious to see how the manufacturing landscape will change with regards to FBA and dropshipping income strategies.

What do you think?

[ComebackKid]

Constructing safe spaces

[Valentine]

Mexico
- Security companies
- Gated real estate

America
- Many locally-based businesses
- Healthcare drugs and tech (if FDA reformed)

Online
- Online courses (alternative to university)
- Neomasculine media

[monster]

Would never start a business based on presidential campaign promises. 90% of them never materialize. The 10% that do take years and are skewed to big industry who hired the lobbyists to draft the actual legislation.

Join some industry lobbying group newsletters for the industries your interested in and you'll get email updates. Then as legislation is being drafted you can look for opportunity.

[Hell_Is_Like_Newark]

If the tax cuts go through, we might actually get growth above 3%, which would open opportunities for just about everybody.

A longer term opportunity I would watch is in the energy industry. We will be exporting a lot of natural gas (5 new export terminals are under construction). In addition, gas to liquids technology improved dramatically over the past 10 years:

1. Sasol and Shell have plants to build GTL plants that will make light fuel oils and lubricants. I believe the plan is to export the refined products. Both projects went on hold when oil prices collapsed and also due to the uncertain regulator environment (Obama administrations threatened regs on CO2).

2. Exxon and Gigamethanol together developed technology to turn methane into methanol and then into gasoline. The idea was to build a methane to methanol plant in Alaska and pump the methanol (mixed with crude) through the Alaskan pipeline. Because of declining oil production, the pipeline has capacity to spare. The methanol will then be separated and upgraded into gasoline. This project died due to resistance to arctic exploration and the collapse in oil prices.

I think we are going to see a gradual increase in the cost of natural gas and oil. Coupled with the improvements in extraction plus an administration that is pro fossil fuels, we will see growth in this industry: Not just drilling... but everything that supports it (pipelines, rail, chemicals, etc.).

[greekgod]

The key is understanding what his cabinet picks advocate for and then seeing where they intend to uproot stodgy practices. Like the Joe Diminico guy, who founded Nucor Steel, in the Cabinet thread shows his cards in his video.

Coal is going to be huge. A smart real estate investor would start buying up housing in old mine towns.

Education reform. What does curriculum change mean for publishers? Learning Technology/Multi media? etc

Mental Health and drug counseling which is a direct extension of the border wall policy.

What does repealing so many regulations (which ones are unbeknownst to us at this point) do for stagnating businesses?

If you review policy of the underlings, you can probably carve out a good strategy.

[John_Galt]

Buy low, sell high, is always a winner.

It doesn't matter what the industry is. Buy low, sell high.

All you need to do is figure out what is currently undervalued, or, alternatively, what will soon be overvalued.

After you decide that, start making the appropriate investments and you'll come out a winner.

[Nowak]

Right wing tabloids, thank God Breitbart is planning on expanding more and more internationally. For any native German or French and possibly even Dutch speakers on the forum,it could be a very good opportunity.

[RichieP]

(11-20-2016 12:32 PM)monster Wrote:  

Would never start a business based on presidential campaign promises. 90% of them never materialize. The 10% that do take years and are skewed to big industry who hired the lobbyists to draft the actual legislation.

+1000

The main thing is to choose an industry with high growth + good margins, and within that, a business model that utilizes your core competencies.

[John_Galt]

That said, something I will personally be looking into is real estate.

Several reasons:

When a president has connections to a business, that market seems to go up in price. (Example, Bush and oil prices).

I think that there will be a short-term housing surplus, due to the "immigration" of American idiots to Canada, etc, as well as the deportation of illegal immigrants. This will likely lead to a short term decrease in housing costs.

After Trumps economic plans bear fruit, more and more Americans will begin starting families and buying homes, this will lead to the acquisition of available homes, leading to an increase in price of real estate.


This is all speculation, of course.

[stefpdt]

As long as more jobs are created, people will spend more money, and hopefully every industry will start to grow. I'm really excited for the next year because I feel opportunity in the air in the USA.

I'm someone who has never looked to the gov for much of anything, business included. But with Trump, something is definitely different. The man really does want to put policies in place to make American businesses kick ass.

As long as consumers start spending more cash, everyone can benefit regardless of industry.

[Space Cowboy]

(11-20-2016 11:08 PM)stefpdt Wrote:  

As long as more jobs are created, people will spend more money

Not if housing costs aren't addressed, not if college debt is not addressed.

[John Michael Kane]

(11-20-2016 02:40 PM)Nowak Wrote:  

Right wing tabloids, thank God Breitbart is planning on expanding more and more internationally. For any native German or French and possibly even Dutch speakers on the forum,it could be a very good opportunity.

I'll second this. Breitbart is doing amazing page views. Milo has almost 400k youtube followers. Louder With Crowder, also irking all the right people. The list goes on and on. The official NBC News channel on YouTube has less followers than Milo.

For those of you with a creative passion and are willing to publish it online, there's never been a better time to start a podcast, youtube channel, blog or all of the above. People are sick of the MSM, and they are looking for alternatives. Look at Mike Cernovich, he's been getting massive traffic from just doing some basic reporting and trolling the right people.

There's plenty of resources out there, just make sure you post to as many platforms as possible in case you get censored. Ideally, you try to drive people to your own website/email list, that way in case one platform gets censored, you can easily accounce where you're moving to next.

I highly recommend the following blog regarding blogging/podcasting/etc, used a lot of info to create my own media:

http://www.smartpassiveincom.com
https://www.youtube.com/user/SmartPassiveIncome

Also check out: https://www.youtube.com/user/THiNKmediaTV

[CleanSlate]

(11-21-2016 12:24 AM)John Michael Kane Wrote:  

http://www.smartpassiveincome.com

Fixed (was missing an e, causing a broken link)

[Chauncey]

On the ground (Permian), the locals are getting real excited about O & G prospects over the next 12-24 months. Nobody is expecting $100/bbl but they think $60/bbl is realistic by mid-2017 or 2018. (this would create a mini-boom in the Permian, not sure if it would move the needle in Canada or the Bakken)

There are a few threads around here about making money in ancillary businesses when O & G are booming. I'll see if I can find and link.

This was one of the threads:

thread-42483.html (How to Make Money Hustling in Williston/Alberta/Texas Oil Industry)

I think there have been a few other similar threads but my google skills and memory are not on point right now. (Maybe Cattle Rustler started one)

Great idea for a thread Clean Slate.

[stefpdt]

(11-21-2016 12:13 AM)Space Cowboy Wrote:  

(11-20-2016 11:08 PM)stefpdt Wrote:  

As long as more jobs are created, people will spend more money

Not if housing costs aren't addressed, not if college debt is not addressed.

The under 40 demo is least likely to spend much money regardless of the state of the economy, so I wouldn't worry about them too much when it comes to seizing opportunities (I think that's who you were referring to).

Usually best to sell or market to 40+ year old women if possible, or men who are paid. Little college debt and housing shouldn't be a big problem for them.