One big goal of Trump’s tariff scheme is to incentivize companies to bring manufacturing back to the U.S. Setting up new factories in the U.S. will require a lot of capital. Companies won’t pay for the construction out of free cash flow. They will borrow money for infrastructure and construction.
Investing in the stocks of companies that provide commercial financing gets you in on the ground floor, so to speak. These stocks typically pay attractive dividend yields.
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