My very best wishes to President Trump after the cowardly attempt on his life on Saturday. 🇺🇸

He showed incredible presence of mind, ducking down instantly as shots rang out. And far from killing him, the would-be assassin didn’t even delay Trump’s schedule — he’s at the RNC today.

He’s a tough old SOB, isn’t he?

On Sunday afternoon, once it was clear President Trump was okay, I was sitting outside with my coffee. I got to thinking…what will the world look like after the election?

We vote for president on Tuesday, November 5. By November 6th, we should know the winner.

That’s 114 days from today.

Heavy inflation and Biden’s pathetic debate performance meant Trump was already favored to win. Now, after the attempt on his life, a second term for Trump seems highly likely.

Under Trump 2.0, I expect a major rally in markets. Here’s why…

Lower Taxes

Trump cut corporate and individual taxes in his first term. In a second term, he plans to cut taxes even more. The corporate rate could reach just 18%.

Stocks exploded when Trump became president in 2017, in large part because of his tax cuts. Lower corporate taxes mean more profits for public companies.

More money in the hands of individuals could also spur economic growth. That pushes up stocks.

Firing Lina Khan

If there’s one human being that those of us in the tech industry can’t stand, it’s Lina Khan. The FTC chair is blocking almost all acquisitions, even piddly ones like Amazon’s attempt to buy the Roomba vacuum guys!

Lina Khan is anti-tech, anti-business, and anti-capitalism. So is the entire Biden administration.

Getting these people out of government will be a huge positive for business.

Public companies can get the people and tech they need by buying other companies, as they have for decades. VC’s can get desperately needed liquidity by selling startups to the bigger players.

And it’s not just Lina Khan. The Biden administration looks for any opportunity to hit business with a stick. Trump, meanwhile, repealed numerous regulations in his first term and will surely axe many more in his second.

Lower Interest Rates

The odds of a cut in September are already high, given lower recent inflation readings.

Trump doesn’t control this, nor can he take credit for it. But he will benefit from it.

An environment of lower taxes, less regulation, and declining rates — that’s a great combination.

Wrap-Up

When we sit here 114 days from today, we could be looking at a new president-elect and a major market rally.

You might be thinking, “Wow Francis, you sure are a big Trumper!”

To tell you the truth, I’m not happy with either of the candidates. I think Trump is a better choice than Biden, but I’m actually planning to write someone in.

Still, I can see which way the wind’s blowing. Trump is well on his way to a second term.

And whatever his imperfections, business is going to love it.

What do you think of the election?

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