Published: 2025-03-01
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The US government's plan to revamp its technology infrastructure could lead to contracts for tech companies like HP, IBM, Jebon, and Dell.
"The government is not going to create a new technology the government is not going to go and create a competitor to Windows XP they're going to go to the tech companies and pay them to up their technology if they ultimately decide to improve their technology and based off of what we're hearing today it looks like the government wants to revamp their entire Tech stack now the next question is who are the tech companies that are selling services and products to the United States government well I use technology to find that answer I Googled the top 25 Tech providers for the United States government and here's what I found at number one we have HP at number two we have IBM at number three we have jebon at number four we have Dell"
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Investing in the broader US economy can be achieved through ETFs like SPY, which provides exposure to the S&P 500, representing the 500 largest companies in the stock market.
"now instead of you're trying to go out and trying to find the next Amazon the next Nvidia the next apple you can just invest in the top stocks for example there is an ETF called spy Spy is an ETF that gives you exposure to to the S&P 500 so if you buy one share of spy you're buying a piece of the 500 largest companies in the stock market"
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An ETF like VTI offers exposure to the total stock market.
"you could also invest in something like bti this is an ETF that gives the exposure to the total stock market"
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The reduction in US foreign aid may lead to foreign countries contracting private companies for infrastructure and development projects, creating investment opportunities in companies like Fluor Corporation or ETFs such as the iShares Global Infrastructure ETF.
"if the government the United States government is not doing these infrastructure projects if they're not doing these development projects overseas well there might still be a need for some of these projects and if they're not being done by the United States government then these foreign countries might contract other private companies to do some of those development projects to do some of those infrastructure projects that were being done by us Aid in the past and there are companies that do exactly that for example there are companies like Flor corporation that focus on building infrastructure in countries around the world or instead of trying to find the perfect company or stock might get benefit from this there's also ETFs to give you broad exposure to this for example the I shares Global infrastructure ETF invest in companies that build infrastructure globally"
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The mandated return to office for government employees could signal a potential bottom for the office real estate market, benefiting office REITs.
"this culture shift could indicate the potential bottom for the office real estate market if that happens to be true that means the office REITs could be in a position to benefit from this culture shift"
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The potential issuance of 'Doge dividend checks' could lead to increased consumer spending, benefiting businesses and their investors, mirroring the economic impact seen during the pandemic with stimulus checks.
"if these Doge dividend checks do get passed and they send out thousands of dollars to taxpayers as a refund through this Doge dividend check how does that create an investment opportunity well there are three things that a recipient of this Doge dividend check can do with that money if you get this money today you can either take that money and and spend it you can take that money and save it or you can take that money and invest it and this is where things get interesting because if you save that money then that really doesn't create much opportunity for anybody else because you take the money you put it under your mattress you put it into your bank account and it doesn't really do anything but regardless of whether you spend that money or invest that money this can benefit other investors why because if you go and spend the money if you take take this money that you get this extra money and you go to Walmart you go to Amazon you go to Apple you go to Gucci you go to Chipotle you go anywhere and you spend that money who does that benefit well yeah it might help keep the employees in business but the real beneficiary when you spend money at a business is the owner of the business because the owners are the ones that get the profits well who is the owner of these businesses well it's the investors and you can be an investor in Chipotle you can be an investor in Amazon you can be an investor in apple or whatever company that you want just by buying their stock on the stock market we saw this happen in 20120 during the pandemic when the stimulus checks were sent out because a bunch of people got free money in the form of unemployment checks or stimulus checks or PPP loans or grants or whatever you want to call it a lot of free money was sent out and a lot of money was spent and who benefited well investors because between 2020 and now we saw wages went up around 20% but the the stock market went up around 80% so investors got the windfall so if these Dividend checks do get passed and some of that money gets spent that's good for investors because that means more dollars goes into the hands of the businesses more dollars of profit mean that the investors who own those businesses benefit"
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If taxpayers receive 'Doge dividend checks' and invest them in the stock market, it could increase demand for stocks, potentially driving up stock prices.
"but this is where things get interesting because it also benefits investors if people invest this money as well because a stock price is ultimately determined by what it's not determined by a company's profits per se it's not determined by a company's Revenue per se it's ultimately determined by supply and demand when you have more buyers for a stock than sellers that stock price is going to go up when you have more sellers for a stock than buyers that stock price is going to go down and one of the things that can influence the demand for stocks on the stock market is people's ability to actually buy stocks because if people are broke they're in debt they don't have money to spend they can't worry about investing in stocks because they got to worry about paying their bills but if people have some extra money and then they go out and invest this money into the stock market that could create more demand for stocks more demand for stocks can ultimately help push stock prices higher so if these dividend checks do go out and people spend that money or they invest that money that is good for investment values that is good for investors"
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There is consideration for the Fair Tax Act of 2025, which proposes abolishing the IRS and effectively eliminating income tax, shifting taxation to foreign nations via tariffs.
"president Trump is now considering getting rid of the income tax take a listen as I said in my speech last week instead of taxing our citizens to enrich for our Nations we should be tariffing and taxing foreign Nations to enrich our citizens the fair tax act of 2025 was a bill proposed which would effectively abolish the IRS"
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