Image

By Don Yocham, CFA

Posted: February 7, 2025

The War for the American Way

Since his ascension to office on January 20, Trump and Co. have launched a full-scale assault on the vast, unaccountable bureaucracy draining the U.S. economy of vital energy.

The relentless onslaught of executive orders and accountability measures has overwhelmed legions of government employees accustomed to getting paid to do nothing.

Tactics include applying a fine-toothed comb to billions of wasteful and corrupt payments streaming from U.S. Treasury coffers.

The USAID Gravy Train, brought to a sudden and complete stop, filled the streets of D.C. with the wails of politicians staring hopelessly at the derailed money-laundering scheme.

The Department of Education finds its neck on the chopping block, with many more government agencies awaiting a similarly grim sentence.

And earlier this week, Trump offered every single CIA employee the chance to surrender or join the fight.

The election that vaulted Trump to the presidency was more than an election. It was an opening battle in the war to reclaim the American way.

Merit-based competition advancing through legislated entitlement will unleash an era of growth unlike anything seen before.

As bureaucratic roadblocks crumble, three powerful forces will converge to bring in an era of surging productivity.

Related ARTICLES:

Image

American Exceptionalism, v2.0


By Don Yocham

Posted: February 12, 2025

The years following WWII brought America into an era of exceptionalism. We emerged as the war’s only true victor. Fighting the war necessitated a...

Image

The Holy Trinity of Growth


By Don Yocham

Posted: February 7, 2025

The War for the American Way has begun. Since taking office on January 20, Trump and his administration have launched a full-scale assault against...

The War for the American Way


By Don Yocham

Posted: February 7, 2025

Since his ascension to office on January 20, Trump and Co. have launched a full-scale assault on the vast, unaccountable bureaucracy draining the U.S....

Image

Draining the Moat


By Don Yocham

Posted: February 2, 2025

DeepSeek threw a monkey wrench into a powerful AI narrative last week. It challenged the story that developing AI models requires capital that only...

Image

Deep-Sixed AI Dreams


By Don Yocham

Posted: January 28, 2025

Let’s play Never Have I Ever. I’ll go first. Never have I ever seen a market narrative crushed so thoroughly over a weekend. Until...

Image

From FUD to Oil and Gas Clarity


By Don Yocham

Posted: January 25, 2025

For the past four years, traditional energy stocks received no love from investors. Green energy initiatives hamstrung oil and gas stocks with fear, uncertainty,...

Image

Waking Up to the “Drill Baby, Drill” Dream


By Don Yocham

Posted: January 22, 2025

I first pointed out the opportunity emerging in traditional energy companies in August. As the Magnificent Seven lit up the charts with AI potentiality,...

Image

This Ain’t Your Mother’s Internet Bubble


By Don Yocham

Posted: January 21, 2025

Just a short note for you today as we head into the long weekend. You hear a lot about how the AI bubble is...

Image

Tariff Winners and Losers


By Don Yocham

Posted: January 17, 2025

T-minus 4 days until the terror becomes real in D.C. Inauguration Day will be upon us, and the D.O.G.E. becomes manifest for the parasite...

Image

The Odds Favor Growth


By Don Yocham

Posted: January 14, 2025

Capital markets don’t hide their expectations for the future; they hold them out for all the world to see. Assuming you know where to...

FREE Newsletters:

"*" indicates required fields