1/27/2025
By Payne’s Perspective: January 27, 2025: Declaring a National Energy Emergency

President Trump hit the ground running and hasn’t slowed down yet. A flurry of executive orders aimed at reigniting American competitiveness after years of self-loathing and wasted time on the battles of yesterday instead of focusing on the battles of tomorrow.

He crisscrossed the nation to comfort victims of recent disasters and implored local leaders to make more decisive decisions for the sake of citizens and the country's morale. His first week in office could be summed up this way: “Have Pen, Will Travel.”

Droppong the Hammer

President Trump spent the weekend pushing the agenda and had his first deportation showdown when Colombia refused to accept migrants being returned. Trump dropped the hammer, and soon thereafter, Colombia changed its mind, even offering its presidential plane.
Trump’s Fingerprints on the

Between the energy state of emergency and the Stargate Project announcement, President Trump drove the action in the market. Top performers in various sectors all reacting to Trump’s early moves:

• Oracle (ORCL) in Technology (XLK)

• EQT Corp (EQT) in Energy (XLE)

• Constellation Energy (CEG) & Vistra Corp (VST) in Utiltiies

• Prologis, Inc (PLD) in Real Estate (XLRE)

Notable moves to the downside, also from Trump’s early moves to shift the focus away from alternative energy and the potential impact of the Department of Government Efficiency (DOGE),hit the First Solar (FSLR) and Leidos Holdings (LDOS), respectively. 
 

To read the full report, contact your account representative or email info at wstreet.com.

Charles Payne
Wall Street Strategies

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