amit
2026.04.14 01:27

I have a take on why Trump did the impromptu DoorDash press conference with a driver today.

It's actually quite obvious why he did it and quite frankly I think it's very, very bullish.

So, what have we heard over the past 5 weeks from Trump?

"Iran can't have a nuke. We are going through an excursion. We will blow up the country if they don't comply."

The past 1.5 months have all been about the Iran War. Every truth social post, media appearance, press conference has all been about this war.

Well, it looks like there may be a serious chance at a deal which would end the war based on updates we got today. So, what's the first thing Trump decides to do?

Go back to the affordability narrative. The whole point of the DoorDash driver was to show the American Public that the Big Beautiful Bill is working, no tax on tips/overtime is meaningful, and reframe the narrative around how Trump is helping the working class.

For the FIRST time in over a month, we got an actual PR moment that had nothing to do with the war. Why is this bullish? Because it might mean that Trump is ready to move on from the war, claim victory, and get back to focusing on the one thing that will make or break the midterms: the economy.

IF Trump is able to get a 10-20year ban on Iranian enrichment AND he is able to get oil down, stocks up, jobs up, etc. then come November...his narrative will be: "I not only got you a job and cheap oil and low inflation, but I'm keeping your kid's kids safe from a nuclear Iran."

Voters have a very quick memory. Most will forget about this war by November if it ends soon. If it is still continuing...then it's really hard to care about a nuclear Iran if you can't pay rent.

Today's moment with that DoorDash driver showed me that it feels like Trump wants to get back to focusing on the economy, which if true, probably would be very bullish for the stock market.

Source: amit

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