Today's headlines on Marketwatch pretty much sum up the trade:
Assumption #1: Assume that the rest of the world will pay for Trump's tax cut via higher global yields aka. borrowing costs and stronger dollar...
"The Firm's Advice: Buy stocks that pay a lot in taxes and as little as possible on salaries"
Assumption #2: Assume that intra-generational theft will continue indefinitely via ponzi borrowing aka. "GDP", while student loans will also get repaid because it's the only type of debt that can't be discharged in bankruptcy...
Student loans: Sallie Mae
Assumption #3: Assume that America's violence problem is solely a black issue. And so is poverty...
"Trump is our best chance to keep blacks in prison instead of the White House"
Private Prisons: Corrections Corp of America. What else?
Assumption #4: Assume that Trump can save bankrupt fossil fuel industries, by subsidizing a larger supply glut...
"Trump is our last chance to buy insolvent coal companies"
Assumption #5
Assume that a crass, vain, vacuous, megalomaniac is America's saviour, with Goldman Sachs running Treasury, and industry-owned denialists running everything else...
"Back up the truck, motherfuckers. In the Trump trade you get what you deserve"
