PRESIDENT TRUMP WINS
REPUBLICANS
TAKE CONTROL OF
SENATE AND HOUSE

• Stock market hits record high
• Migrant caravan at our border dissolves
• Hamas calls for end to war
• Putin ready to end Ukraine war
• Qatar kicks out Hamas leaders
• EU will buy U.S. gas not Russian gas
• Putin will sell oil in U.S. dollars
• Zelenskyy phones Trump & Elon
• NYC Mayor ends vouchers for illegals
• Mexico to stop migrants at U.S. border
• China wants to work peacefully with us
• Big U.S. company to move out of China

TRUMP'S EFFECT ON A
NEW WORLD ORDER

Since the election and Trump's leadership, everything in the world is changing. Americans have provided a whole new paradigm. Tens of millions have literally breathed a sigh of relief, and many on the far left are in serious emotional distress, and WOKE has been rejected.
Trump has a mandate. Not only has Trump moved fast to put together his team, but he is already conducting some foreign policy that will have huge implications. His economic team is excellent. The governments of France, Germany, Korea have collapsed, and the government of Japan is a weak minority. Iran has backed off attacking Israel which it had claimed would happen at any moment. They are now afraid what the repercussions will be with Trump being elected and their defenses wiped out.  Xi has made implications he wants to try to work with Trump. Syria is rapidly collapsing as a result of what Israel has done. Iran loses again and is now isolated. The Arabs who made believe they were interested in a reconciliation with Iran given the terrible Biden foreign policies, will now abandon Iran and instead reconcile with Israel.

Trump has made it clear that Hamas needs to release all the hostages now in exchange for nothing, Hezbollah has essentially surrendered, leaving Iran very exposed, Iran has no defenses now against Israeli air attacks, Trump has said he will stop Iran oil, and the Saudis have not only continued their production cut, but have not indicated they will pump more when Iran is shut down. US producers have said this week they are going to pay out more to shareholders and not invest more in new production.  The entire Mideast politics has been turned upside down, and now Israel, not Iran, is in control of events in the region. Mexico and Canada have very quickly begged for new agreements in exchange for relief from the coming Trump tariff attack.

The entire geopolitics of the world is entirely different, and Trump has not even taken office. The world is at this moment undergoing a major world history inflection point not seen since the end of the Soviet Union. It will be as unpredictable as before, but now the US and Israel are predominant.

The elections in the EU have been causing a major shift back to the right, and the anti-immigrant wave is now sweeping Europe the way it is in the US. The socialist spending that has characterized the EU is ending now. The national budgets are a mess. The German economy is collapsing, and their auto manufacturing is falling apart. The climate push is over. Oil is no longer going to be banned. EVs have had their day other than in parts of the EU, and that will come soon.

Alternative energy has proven unreliable, too costly and is no longer what most voters want. Pelosi, Obama, Jarrett, Biden are gone from any influence. Mark Elias and his legal firm are proven to have been a waste of money by the Dems, and now their actions and those of the Dem dark money groups to stop No Labels and Trump maybe subject to criminal actions. The left is in disarray.

Over $1 billion was washed down the toilet by Harris, and so donors will now be rethinking to whom they give money. The media has been shown to be totally biased and has no credibility or influence anymore. DEI and ESG is dead. Merit is back. Woke is over. Woke pronouns are was/ were.

Musk is going to be able to do things no politician ever imagined was possible to cut the spending. Having Musk and some other tech geniuses in the Trump advisory orbit, will bring a very high intelligence business experienced group into influence for many decisions and especially the innovations and regulations on AI and tech. No more DEI officials. No more left-wing cabinet secretaries. No more open borders or sanctuary cities and states.

The dollar remains king, BRICs is a fantasy, and the US is far ahead of the rest of the world in AI.

Israel on its own has changed the entire geopolitical calculus despite the best efforts of Biden Harris to hold them back and to appease Iran. Ukraine will get resolved in 2025. The massive killing cannot continue for either side. Ukraine has run out of soldiers.

The leadership of Hamas and Hezbollah have been essentially wiped out. The massive rocket inventory of Hezbollah that was supposed to decimate Israel is now 80% decimated or captured. Now Syria is about to implode. Iran is now defenceless since Israel took out almost all of their air defenses. Israel destroyed the key facility to build a bomb. Once oil is cutoff, their economy flounders. There will be regime change in Iran within two years, and then the entire Mideast becomes an entirely new peaceful place with trade between the Arabs and Israel as has already happened with the Abraham Accords. History will record that the Oct 7 attack triggered the complete turning point of geopolitics and world history, and Israel, on its own, made it happen. Israel decided never again was now.

We are in a whole new economic world. AI is going to become a major factor in substantially improving productivity and knowledge over the next few years. It will create solutions to all sorts of issues that thus far were unsolvable. The EU and UK, as well as most of the rest of the world are now falling even further behind the US in tech innovation. China cannot keep up.

When Trump is in office and Musk deletes thousands of regulations holding back some innovation, and when tax levels are either made the same or reduced, those two things will free up additional cash for more and faster innovation. Getting rid of Linda Kahn will open up the M&A deal market and save companies hundreds of millions now wasted on lawyers. There will be more cash flow for research and wages, all of which grows the economy. We are about to enter the second industrial revolution, and having a business friendly government and minimum taxes and regulation will accelerate those advances.

There is now about to be a total revolution in US education. Parents are not going to remain silent. The new administration will cut finding and pass new regulations to force a return to real education. The teachers’ unions will pay a heavy price for their all-out support for the Dems and their far left woke ideology. Academia is in for several big shocks as funding is going to be cut, and the whole student loan situation will be reformed, as will limits on tuition. In time, all students will go back to learning and not being indoctrinated. Trans will be ended in women’s sports and other areas. Kids will go back to being normal confused teens and then will be OK like the rest of us.

What does all of this mean. I believe we are entering a continuation of market growth and economic growth for the US. Multiples are already very high, and that makes finding new places to invest very hard. However, as a result of the collapse of several major governments, the swift move ahead by the US in AI, the strength of the dollar, and the better tax laws to come in 2025, the US equity markets should go higher in 2025. Capital has no other place to go. As I have said for over a year, the EU and UK are not where you want to invest. Asia remains weak and in disarray, and at risk of Chinese troublemaking, so it is not where you want to invest. China is still weak economically, and is still not making the economic and regulatory reforms that will reverse that trend. Capital is fleeing.

The Mideast will become far more stable and peaceful, but not for two more years. Africa is still far behind, and S America has a long way to go. So, where else is one to invest other than US equities.  Bonds is not where you want to be. As the economy grows better, interest rates will rise further, with the ten-year may be reaching 4.75% or even 5.0% at some point. The Fed will not continue to cut materially, if at all. The continued higher ten-year means CRE will have a new underwriting set of parameters. Do not assume interest rates are going to decline and make it all OK again. Rates are at their historic averages now and will remain higher if the economy grows as forecast. CRE is going to take a long time to fully recover, and values will remain lower than during the heyday of zero rates. Office remains a bad sector in spite of the move to return to the office which is now becoming much more the rule. Housing will remain a problem as rates remain high on the ten, and as prices remain high. Bonds will not be a place to invest other than short term. 60-40 portfolios and annuities will not be a place to put your money. 

The US far out paces all other markets as to returns and earnings growth with only Taiwan showing much at all. France and the EU had been growing, but that will not continue. In the US the Mag 7 rate of growth will slow as a percentage just due to the law of large numbers, and the rest of the market is likely to improve growth rates.  There is a good chance by the end of 2025 the S&P will be 10% higher, but a lot is unknown now, so that is just a guess, not a forecast. Do not count on it. Oil is likely to recover as Iran is shut down and not replaced and as Venezuela might also get shut off. The Saudis still need $80 Brent to pay for all their new developments, and the SPR needs to be refilled. Shareholders want cash not new drilling ventures.

The determination of the far-left governors to issue threats to Trump not to deport criminals and not to deport illegals is going to be a major battle in courts. In the end the sanctuary protectors will be voted out as the voters see crime drop in red states and rise in blue states. The governor of CO belongs in a lunatic asylum not in jail. The assassin of the CEO has set off a major new realization that the vile rhetoric against corporations and their execs is very dangerous and may lead to more attempts on CEO lives. Musk needs, and has, very heavy security. This is where the Dems have taken the nation with their vile rhetoric. It has to end. They are the real risk to democracy. The Hunter pardon is no surprise. Did anyone really believe he was not going to do it. It makes all the Dems look foolish for their legal attacks on Trump, and it just reemphasizes how corrupt the Biden family really is. Where do they have those millions hidden. Let’s see what Biden does next for other Dems. The media now looks  really corrupt and stupid.

The Repuiblican Party (NOT TEA PARTY) has been transformed by President Trump. We are in for a wild ride in the next year, and hopefully it will be a great ride for the nation.

The Wisdom of Thomas Jefferson

April 13, 1743 – July 4, 1826

“When we get piled upon one another in large cities, as in Europe, 
we shall become as corrupt as Europe.”
“The democracy will cease to exist when you take away from those 
who are willing to work and give to those who would not.” 
“I predict future happiness for Americans if they can prevent the 
government from wasting the labors of the people under the pretense of taking care of them.” 

My reading of history convinces me that most bad government results from too much government.”

“No free man shall ever be debarred the use of arms.”

“The strongest reason for the people to retain the right to keep and bear arms is, as a last resort, to protect themselves against tyranny in government.” 

The tree of liberty must be refreshed from time to time with the blood of patriots and tyrants.” 

To compel a man to subsidize with his taxes the propagation of ideas which he disbelieves and abhors is sinful and tyrannical.”

Welcome and MAGA

Congratulations to Tom Jones and

 Jeff Holt, New Commissioners who take office Jan 1, 2025.

That moment when someone says, "I can't believe you would vote for Trump.”

I simply reply, “I'm not voting for Trump.”

I voted for the First Amendment and freedom of speech.

I voted for the Second Amendment and my right to defend my life and my family.
…for the next Supreme Court Justice(s) to protect the Constitution and the Bill of Rights.
…for the continued growth of my retirement 401K and the stock market.

I voted for a return of our troops from foreign countries and the end to America’s involvement in foreign conflicts.
…for the Electoral College and for the Republic in which we live.
…for the Police to be respected once again and to ensure Law & Order.

I voted for the continued appointment of Federal Judges who respect the Constitution and the Bill of Rights.
…for our jobs to remain in America and not be outsourced all over again to China, Mexico, and other foreign countries.
…for secure borders and legal immigration.

I voted for the Military & the Veterans who fought for this Country to give the American people their freedoms.
…for continued peace progress in the Middle East.

I voted to fight against human/child trafficking.

I voting for Freedom of Religion.
…for the right to speak my opinion and not be censored.

I did not just vote for one person, I voted for the future of my Country.

I voted for my children and my grandchildren to ensure their freedoms and their future.

So what did YOU vote for?

GOD, COUNTRY, FAMILY

Dear Hill Country Republicans:

The Hill Country Republican Club (HCRC) is a proactive group of both men and women Republicans that sponsor events and  meetings to promote constitutionally-based, conservative principles of government while seeking to support candidates who represent those principles. We are very conservative and non-partisan only in municipal elections.

Thank you all for your support. We look forward to continued growth and positively enhancing our overall membership experiences.

Now, notoriously “woke” corporations like Citigroup, the owners of Citibank, are offering travel benefits – a free plane ticket, gas, lodging, etc. – for their employees to travel out of state to get abortions. Texas GOP Chairman Matt Rinaldi said, “Citigroup’s decision to finance the murder of unborn children with a heartbeat is appalling, but not surprising, considering its past adoption of far-left causes. Republicans should avoid entrusting their finances with Citibank and other companies that are hostile to them and their values.”

Texas Republicans are fighting back against woke corporations like Citigroup and others aligning with the far-left. We must stop this woke ideology from destroying our country!

When America projects weakness & disunity, the world becomes more dangerous. Bad actors see a green light to act, and oftentimes, they do. We saw it last year when Afghanistan fell to the Taliban and within moments, terror and despair took over our television screens. Now, we are seeing a similar situation play out in Ukraine, where as a result of naked Russian aggression, millions of people are now in need of emergency aid.

The combination of Big Government Socialism, woke radicalism, a governing performance disaster, and weak personalities at the top of the Democratic Party are creating an opportunity for a new American majority to emerge that brings together everyone who rejects all three components—and supports common sense efforts to create a better country for everyone.