In 1984, President Ronald Reagan declared it was “Morning in America.”
He wasn’t wrong. After years of inflation, stagnation, and malaise, his pro-growth policies ignited one of the most powerful economic revivals in U.S. history.
The economy expanded at a 7.2% pace that year. You can see 1984’s GDP growth circled in red in the chart below.
Not only that, the unemployment rate plunged and the stock market launched into a historic bull run.
Investors who saw the opportunity made fortunes – the Dow Jones Industrial Average surged 250% during Reagan’s presidency. Companies like Microsoft (MSFT), which went public in 1986, soared 10,000% in the years that followed.
Reagan’s presidency – especially those early days – was a masterclass in how bold fiscal and policy firepower can reshape markets and politics.
The payoff for Reagan was enormous: a landslide reelection, a redrawn political map, and a legacy of prosperity that lasted for a generation.
I remember those years like it was yesterday. In fact, I had the pleasure of meeting President Reagan many years ago in Century City, in Los Angeles.
Fast forward to today…
Donald Trump is back in the White House and I must say: the parallels are hard to miss.
Like Reagan, he’s determined to revive the economy through sweeping, pro-growth action. But this time, the playbook is even bigger.
In his first term, President Trump cut taxes and rolled back regulation, which sent markets surging. What was missing then was the scale of spending and policy moves that made the Reagan boom endure.
That’s no longer the case. Today, I’ll show you how the Trump administration’s new policies could unleash a once-in-a-generation stock market boom.
I’ll also discuss how September 30 is shaping up to be a critical trigger date… and the five “buy”-rated stocks I expect to lead the charge as $7 trillion floods back into the market.
Take a look…
Why This Time Is Different
Trump 2.0 isn’t just a repeat of 2017. It’s something entirely new – and potentially much bigger.
This time, his agenda brings together tax cuts, tariffs, and massive federal spending in a way that could rival the Reagan boom.
Consider what’s already on the table:
- Reshoring trillions – Trump is pushing sweeping programs to bring supply chains and manufacturing back to U.S. soil. Some estimates say as much as $10 trillion in onshoring deals have already been announced. That’s a lot of factories, equipment, and jobs returning from overseas.
- Tariffs as revenue engines – Far from symbolic, the tariffs are already channeling billions of dollars into government coffers. Some estimates say they could generate around $2.8 trillion through 2034, which could help ease our spiraling national debt, create fiscal firepower for new spending, or be used to funnel money directly into taxpayers’ pockets. If the Congressional Budget Office’s projection of $4 trillion over 10 years is accurate, maybe all three.
- Energy dominance – Deals to expand domestic oil, gas, and alternative energy projects could reshape America’s energy landscape, while unlocking fresh opportunities for investors.
- Infrastructure on a scale we haven’t seen in decades – Plans in the pipeline dwarf what we saw during President Trump’s first term, with construction, transportation, and defense industries poised to benefit.
Together, these policies are shaping up to create a seismic shift in how money moves through the economy.
Let me be clear: We haven’t begun to see the full scope of the Trump administration’s impact on the market. We’re barely nine months into this thing. Trump’s policies are still taking shape.
But as soon as September 30, I believe it will all come to a head and create what I call the “Trump Shock.”
That’s because roughly $7 trillion is sitting on the sidelines in cash, waiting for a signal that it’s safe to move back into stocks.
Now, I explain more about the Trump Shock – and why September 30 is so important – in this new investor briefing.
But for now, what you need to know is that President Trump has promised a “boom like the world has never seen.”
And he’s desperate to make it happen… because he cares deeply about his legacy.
If the Democrats take the House in the 2026 midterms, it will be lights out for Trump’s presidency and his legacy. It would lead to impeachment hearings… special counsels… a blow by blow replay of his first term.
As a result, Trump is pulling out all the stops to produce an economic boom, along with a stock market boom, like the world has never seen.
How We Can Prepare for the Trump Shock
But know this…
This will not be a “rising tide lifts all boats” scenario. Instead, it will be the narrowest, most lucrative bull market in history.
Big institutional money won’t spread across the indexes. It will pour into a handful of select stocks with the earnings power to harness artificial intelligence and other transformational technologies. Think Magnificent Seven – but on steroids.
For investors, the lesson is clear: Those who position ahead of the Trump Shock stand to gain the most.
That’s where my Stock Grader system comes in. This is a proprietary tool that evaluates individual stocks using a two-part formula…
1. Fundamental Grade – This looks at the company’s underlying business strength. It analyzes things like earnings growth, sales growth and profit margins.
2. Quantitative Grade – This tracks how the stock is behaving in the market. In short: Is big money buying it? This includes institutional buying pressure, stock momentum, and relative strength compared to the overall market.
Using my Stock Grader, I’ve been zeroing in on the companies turning policy tailwinds and AI breakthroughs into explosive revenue and profit growth.
That’s how we’ve closed out gains like:
- 604% on Vista Energy SA (VIST)…
- 512% on Sezzle (SEZL)…
- And more triple-digit wins of 291%, 471%, 351%, 977% – even as high as 1,847%.
I believe the next wave, which the Trump Shock will drive, will be even more powerful.
Why Now Is the Time to Act…
The bottom line is this: September 30 is shaping up to be the market’s moment of truth.
When Wall Street recognizes the scale of Trump’s new agenda – and the trillions of dollars flowing behind it – money will pour off the sidelines at lightning speed. Not across the whole market, but into a narrow group of companies with the earnings power to thrive in this new era.
That’s why I’ve zeroed in on five “buy”-rated stocks I expect to lead the charge in my new special presentation.
These aren’t just “good companies.” They’re fundamentally superior businesses already proving they can harness today’s most powerful trends, from tariffs and reshoring to AI-driven profit growth.
I understand some of you may wonder if President Trump can really deliver the kind of boom Reagan unleashed. But the evidence is already here: record tariff revenues, trillions in onshoring commitments, landmark energy deals, and manufacturing roaring back home.
The pieces are in place – and the political stakes mean Trump will stop at nothing to make it happen. In fact, once the pieces all start coming together, we may even see 5% GDP growth.
That’s why waiting isn’t an option. The Trump Shock could hit like a tidal wave, and those who are positioned ahead of time stand to reap the biggest gains.
Watch my special Trump Shock investment briefing now.
Disclosure: The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth above:
Sezzle (SEZL)