Boring to Brilliant: ASX's Automotive Winner From Trump’s Tariff Tantrum

Trump is Back Baby!

Not to toot our own horn, but TheMarketsIQ called his return just before the election here. That's right. We were the only ones.

OK. Enough hyperbole.

The result wasn't entirely surprising. As we mentioned, "...the best indication of a Trump victory is the betting odds. Polymarket has Trump with a 57.6% chance of victory."

If you want to see what people value, watch how they spend their money. And what better use case than election betting. The polls indicated a closely contested election.

Fake poll! Sad!

We found out in 2016 how wrong the polls are. The only surprise here is that we are still talking about them as if they mean something.

Well the Trump return has thrown the markets into a spin. We're all scrambling to position for the best winners and trying to drop the losers as elegantly as possible. No small feat, given the big change agenda we're facing.

Of all the winners and losers, we've got an established and profitable ASX player that could be one of the biggest beneficiaries. We'll talk about how that could play out, but before we get to that, let's set the scene.