Published earlier in Dec 2016 in my earlier Blog – Ported here in Aug 2017:

We are very optimistic that election of President-Elect Trump to the highest office of our country, is a great watershed moment, akin to a breath of fresh air. He truly heard the angst of the American middle class, not merely listened to them as others have done in the past, and the American People repaid him in kind, by electing him to be our President. The “Trump Wave” also resulted in the people giving him a clear mandate with control of both the Senate and House of Representatives in this election cycle. It appears that this wave of Anti-Trade and Anti-Globalization sentiment, which was also seen in Great Britain during the “BREXIT” referendum in summer, is not an isolated event, but is here with us to stay in the Western World.

During the campaign, the Democrats stoked fears that a Trump victory heralds a state of non-liberal democracy, which in our opinion, is misguided and completely overblown. On the contrary, his proven Leadership Skills and Management Discipline are well known as the “Trump Brand” is associated with his Business Enterprises. It is our view that the skillset needed to govern this great country are no different from running a successful large Enterprise and President Trump will make a great POTUS. 

He has a busy political agenda to reform the country with this mandate, and we look forward with anticipation, to accomplishment of some or all of the priorities laid out below in the coming years:

1. Economic Growth: Our economic growth has been anaemic for the last decade with “gridlock’ in Washington DC. It is our assessment that Mr. Trump, with the Republican Majority in both houses, and possessing greater clarity about economic policy, will implement policies that will spur growth. Some of the key initiatives that we look for are:
   – reduction in  Federal Corporate & Personal Income Tax Rates
   – possible one time 10% to 25% rate “tax holiday” for US Companies to repatriate billions of dollars abroad
These initiatives are expected to result in large capital inflow into US which could spur job creation and resultant growth in GDP in the the coming months.

2. Reducing the influence of “Special Interests”: Washington DC is awash with “special interests” and it is our judgement that President-Elect Trump is not beholden to special interests, since his campaign was mostly self-funded. He is a billionaire who is actually leaving his very comfortable life style and taking a few steps down to move into a much smaller residence called the White House. This is huge factor in our calculus that he cannot be tempted by money, along with the fact that he is a “beltway outsider” who will genuinely help the American People by changing the status-quo is Washington  DC.

3. National Security with a New Foreign Policy: We surmise that a Trump Presidency will make America strong as our enemies are genuinely afraid of a man who appears capable of using force when confronted. During the campaign, President-Elect Trump has expressed his willingness to use all means necessary to make America safe and could also be construed to include use of our Tactical Nuclear Arsenal, should the need arise. We expect the Trump Administration to:
  – aggressively tackle the specter of Islamic Terrorism
  – confront China as needed in Asia
  – reform NATO with
     . change from Cold War Anti-Russian Posture
     . focus on combating 21st Century threats such asymmetric Warfare
     . combat State Sponsored Information Warfare and Islamic Terrorism
  – get Allies to pay their “fair share” for our role in ensuring their stability (NATO etc.)
  – pursue improved Strategic Cooperation with Russia where our interests intersect

4. Renegotiating one-sides Economic Trade Deals: It is our view that the Trump Administration will pursue actions to address fairness in trade and will attempt to renegotiate or change substantially one-sides trade deals such as NAFTA with Mexico, MFN Status with China, TPP and others. For instance, as one of Trump’s Economic Advisors mentioned this, in our current Trade deal with Mexico, there is 0% Tariff on goods coming into USA from Mexico; while Mexico levies a 16% VAT on goods going into Mexico from here, which is one sided and needs to be addressed among other things. However, these extreme positions such as “tearing up and renegotiating NAFTA etc” may be starting gambit (position) just like in any negotiations. As many of us know, Mr. Trump is a very successful negotiator and provided us insights, into his methods ways before running for President, in his best selling book “Art of the Deal”. Furthermore, these factors along with his track record of success as a Real Estate Developer who has managed successful economic outcomes, makes us conclude that we will be able to renegotiate fairer trade deals with other countries to our benefit.

5. Supreme Court Appointments: The most lasting legacy of any presidency is generally the judges he appoints to the highest court. Our judgement reflects that that if President-Elect Trump stays with the list of proposed justices he released during the campaign, then we will have a conservative Supreme Court for years to come. As a first step, the initial nomination to replace the late Justice Scalia with another conservative Justice, with a Republican Controlled Senate, is expected to move forward with relative ease and restore the balance of power in the court. Furthermore, based on projections, it is expected that Trump will appoint three Supreme Court Justices during his presidency in the coming months. Our judgement reflects the view that the most lasting impact of a Trump Presidency will be to ensure that we have a court dominated by Justices who are constitualists and do not “legislate from the bench”.

6. Fiscal Policy: Candidate Trump had been critical of Federal Reserve’s Policies to keep the interest rates (artificially) low for the better part of the last decade. He had also come out against Fed Chair Janet Yellen’s economic policy during the campaign. Consequently, he has the opportunity to either reappoint Dr. Yellen for another term in 2018 or appoint somebody who is more in tune with his policies in addition to at least one other member who is expected to retire. This is consistent with our expectation that this will have a positive impact to our Nation’s Fiscal Policy for at least the next six to eight years.

7. Reduce Regulations: We believe that a Trump Presidency will result in reduced regulations and be good for American Industries and Financial Institutions. His Website states “end the radical regulations that force jobs out of our communities and inner cities. … over-regulation costs our economy $2 trillion dollars a year..”. Consequently we believe, that the following key changes are expected to occur, in at the minimum in the following arenas:
 – EPA’s powers will be curtailed along with stifling regulations
 – Question Climate Change assumptions
 – Offer Coal a new “lease of life” for more abundant power generation
 – Changes to Financial rules and revamping of costly Dodd-Frank Legislation
 – Make it less onerous for Banks and other financial institutions
 – Help improve access to credit for genuine Business Activities
 – Drug Companies may face less scrutiny and reduced FDAs enforcement actions

8. Securing our Border: We surmise that President-Elect Trump will follow a sensible path to reform illegal immigration by implementing immigration laws in the books related to undocumented aliens, reduce flow of illegal immigrants from Southern Border with Mexico resorting to more aggressive patrolling. It is also expected that a wall, with both Physical and virtual/technological features, could be in place, among other possibilities.

9. Affordable Care Act: All during the campaign President-Elect Trump indicated that he is for replacing / revamping “Obamacare” with a less costly Health Insurance Program. However, it is our opinion that a full-fledged repeal of this Act may not occur since it affects over 20 million Americans and could result in significant hardship and could become a rallying cry for the Democrats. Nonetheless, changes will be made to this program with some level of bi-partisan support in the coming months after significant legislative “drama”.

 We are of the opinion that Mr. Trump has been a successful Business Leader for over 4 decades and possesses the right set of skills to take any idea and turn into a success. There are numerous examples of such success and we like to use as an example the show “The Apprentice” – it was very simple premise but with his unique set of skills, he turned it into a very success show that ran for over 10 years!

In closing, our judgement reflects our view that Mr. Trump is uniquely qualified and will be a very successful POTUS.