Since the victory of donald trump On November 5 there were assets that have had extraordinary returns. What are they?
The market reaction was, in general terms, positive. Let’s look at the S&P 500:
Since Trump won, the S&P 500 has risen 3.3%; The Nasdaq? 2.8%; The Dow Jones? 5%; And the Russell 2000? 6.5%.
However, there were assets that literally “flew away.” And a lot is explained by Bitcoin. Because? Because it has risen 35% and is already close to the USD 100,000 area. Let us remember that Trump’s position on cryptocurrencies fuels this rise.
So which 5 assets were real stars?
1) MicroStrategy (MSTR) – Performance: +85%
MicroStrategy is a company specialized in business intelligence and data analysis. In recent years, the company has gained notoriety for its heavy investments in Bitcoin.
2) Marathon Digital Holdings (MARA) – Performance: +60%
Marathon Digital is a dedicated Bitcoin mining company, operating one of the largest fleets of cryptocurrency miners in the United States.
3) Coinbase (COIN) – Performance: +57%
Coinbase is one of the leading crypto exchanges, allowing users to buy, sell and store Bitcoin or Ethereum, among others.
4) Tesla (TSLA) – Performance: +40%
Tesla is a leader in electric vehicles and technologies related to sustainable energy, such as batteries and solar systems. Let us remember that Elon Musk will be part of the government and that explains the great expectation.
5) Merval in USD (IMV) – Performance: +20%
Argentina’s stocks were not far behind and continued to rise until reaching new highs.
What was happening in the country? Lots of good news. October inflation fell to 2.7%, marking six months of improvement in real wages, the Central Bank accumulated more than USD 1 billion in reserves in November and the exchange gap continued to narrow. In addition, the country achieved a fiscal surplus of 1.8% of GDP in the year, and Fitch improved the external debt rating. International support is also growing, with Trump’s praise for Milei and greater confidence in the Argentine economy.
That optimism reached the markets, with the Country Risk falling below 800 points and the Merval in dollars reaching historical highs. A stairway to heaven in stocks and bonds. However, these assets already reflect much of the recent optimism. Can they keep going up? Sure, there is still room, especially for long bonds and stocks. But you have to be careful since the risks are different from these levels.
Trump’s victory left a phenomenal winning sector: cryptocurrencies. From Bitcoin and other cryptos, to related companies, the market reaction made it clear that expectations of deregulation, economic stimuli and pro-business policies generate great expectations.
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Note: The material contained in this note should NOT be interpreted under any circumstances as investment advice or a recommendation to buy or sell a particular asset. This content is for educational purposes only and represents the opinion of the author only. In all cases it is advisable to seek advice from a professional before investing.
Source: Ambito
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