文章指出，自四月低点以来，美国股市强劲反弹，道琼斯指数上涨27%，纳斯达克指数上涨53%，标普指数上涨37%。尽管政府停摆导致官方数据缺乏，但股市表现预示着经济繁荣即将到来，甚至可能已经开始。作者认为，这得益于特朗普政府的经济政策，特别是促进了企业资本支出（CapEx）的增长，包括对机械、设备、工厂和先进技术（如AI、量子计算）的投资。此外，税收政策的改变将为消费者带来1500亿至2000亿美元的额外收入，同时企业繁荣也将带来就业机会。文章还强调，减税和放松管制等供给侧政策具有抗通胀作用，能源产量接近每日1400万桶，汽油价格下降，并且实际工资已有所恢复。Door Dash报告显示，日常必需品价格持平，通胀并非严重问题。文章最后提到，政府关门结束对经济增长和消费者信心有利，为“特朗普经济繁荣”的继续铺平了道路。

📈 股市强劲反弹预示经济繁荣：自四月低点以来，道琼斯、纳斯达克和标普指数均录得显著涨幅，表明市场对未来经济前景充满信心，作者认为这预示着一场经济繁荣的到来，甚至可能已经身处其中。

💰 企业投资激增与税收红利：特朗普政府的经济政策，特别是即时的成本抵扣政策，极大地刺激了企业在机械、设备、工厂及AI、量子计算等先进技术上的资本支出（CapEx）。同时，税率调整预计将为消费者带来巨额收入，并与企业繁荣共同促进就业增长。

⛽️ 供给侧政策与通胀控制：文章强调，税收削减和放松管制等供给侧经济政策具有抗通胀的特性。能源产量接近历史高位，汽油价格下降，并提到实际工资在特朗普执政初期已有所恢复，Door Dash报告也显示日常必需品价格稳定，整体通胀压力不大。

📉 消费者信心与经济前景乐观：政府关门的结束被视为对经济增长和消费者信心的积极因素。作者认为，这一政治僵局的结束消除了不确定性，使得经济能够继续受益于特朗普政府的政策，并预测未来人们将从中受益，实现繁荣。

Since the April bottom that followed some tariff confusion, the Dow Jones is up 27%, NASDAQ up 53%, and S&P up 37%. We don’t have a lot of official numbers because of the government shutdown, but I’m gonna go by the huge stock market performance. It’s telling us there’s a boom ahead. We may already be in it. And it’s backed up by Trumpian economic policies. And it’s also telling us that profits are strong — and profits are the mother’s milk of stocks and the lifeblood of the economy.

In particular, there’s a CapEx boom throughout all business. And much of that is from the immediate cost expensing from one, big, beautiful bill, machinery, equipment, factories, advanced technologies, AI, quantum computing. It’s all moving ahead. And though leads and lags in the economy are hard to figure, this is just the beginning of what will be known as the Trump boom and people will prosper.

By the way, it’s not only the business side, but next year consumers are likely to get anywhere from $150 to $200 billion from IRS withholding rate changes for things like tax-free tips, over time, and seniors. These are changes made this calendar year, but they kick in next year. And remember also that business booms mean good paying job booms.

And please remember also that supply-side policies of tax cuts and deregulation are counter-inflationary. Throw in energy production, which is approaching now 14M barrels per day. 

President Trump is right about gas prices. More than half the country now has a $2 handle on their gas price. And as far as affordability is concerned, after the Biden catastrophe, when real worker wages collapsed by roughly $4,000, those wages have already recovered in Mr. Trump’s first year by roughly $1,500. And this is just the beginning.

Now, I love this Door Dash report that shows the everyday essentials index has been flat over the past year. All these household costs holding steady. The cheeseburger index is up less than 4%. In many places it’s flatter, even lower. And the breakfast basics index has actually fallen 14% over the past 6 months. This report comes from millions of Door Dash transactions.

When you couple that with declining gasoline prices, and goods prices in general are up less than 1%, it's hard to believe inflation is much of a problem.

Fortunately, the mass chaos of the Schumer shutdown is over. It’s good for growth and it will probably boost consumer confidence. The whole exercise was pointless and stupid, as a lot of hard-working people in the military and at home paid the price of the Democrats’ civil war. But now that that fiasco is over, we can get on with the Trump boom.