Remember when Reagan said it was “Morning in America” back in ’84? Well, buckle up buttercup, because we might be looking at “Afternoon Delight in America” – and this time it’s got a very orange tint.
Here’s the deal: There’s roughly $7 trillion just sitting around in cash right now, twiddling its metaphorical thumbs and waiting for someone to yell “GO!” And according to some very smart people who spend their days staring at charts, that signal might come as soon as September 30th.
Why? Because Trump 2.0 isn’t just a rerun of 2017. This time, he’s bringing the whole economic kitchen sink – and then some.
The New Playbook (It’s Bigger Than You Think)
First up: reshoring. That’s fancy talk for “bringing all our stuff back home.” We’re talking about $10 trillion worth of manufacturing deals that could make America’s industrial heartland beat like it’s 1955 again. Except with better Wi-Fi.
Then there are tariffs – and before you roll your eyes, these aren’t just political theater. They’re projected to bring in around $2.8 trillion through 2034. That’s real money that could either pay down debt, fund new projects, or maybe just get handed back to taxpayers. (Hey, a person can dream.)
Add in massive energy expansion and infrastructure spending that makes previous plans look like a kid’s Lego set, and you’ve got yourself a recipe for what some are calling the “Trump Shock.”
But Here’s the Catch (There’s Always a Catch)
This won’t be one of those “rising tide lifts all boats” situations. Nope. This is going to be more like “rising tide lifts the really, really good boats while everyone else watches from the dock.”
Translation: The money isn’t going to spread evenly across the market like peanut butter on toast. It’s going to laser-focus on a handful of companies that can actually turn AI breakthroughs and policy changes into cold, hard cash.
Think of it as the Magnificent Seven, but on steroids and with a better marketing budget.
The September 30th Thing
Why is everyone obsessing over this date? Because that’s when Wall Street might finally wake up and smell the economic coffee brewing. When institutional investors realize the scale of what’s happening, that $7 trillion in sideline cash could move faster than your uncle at a Black Friday sale.
The political stakes are huge too. Trump knows that if Democrats take the House in 2026, his presidency becomes a very expensive lame duck situation. So he’s pulling out every stop to create an economic boom that would make Reagan jealous.
The Bottom Line
Whether you love Trump, hate him, or just wish politics would leave your portfolio alone, the numbers don’t lie. Record tariff revenues are already rolling in, manufacturing is coming home, and there’s more federal spending on the horizon than we’ve seen in decades.
The smart money isn’t waiting around to see what happens. They’re positioning now for what could be the narrowest, most lucrative bull market in history. Because when that $7 trillion finally decides to move, you definitely want to be in its path – not watching from the sidelines.
Just remember: In investing, as in life, timing isn’t everything. But it sure doesn’t hurt.