The trade measures implemented by the US government under President Donald Trump are creating an unpredictable market. As new tariffs on Chinese goods and aluminum drive up costs across various sectors, some top officials are adjusting their investments to seize opportunities. Howard Lutnick, Secretary of Commerce, is an example: through his family-controlled firm Cantor Fitzgerald, he has invested in Bitcoin and shares of companies that could benefit from current trade policies.

On Tuesday, the US government announced a 90-day extension of the delay on Chinese tariffs. At the same time, more than 400 products, including wind turbines, cranes, trains, motorcycles, and construction equipment, will face new aluminum tariffs. These changes are creating uncertainty for businesses and trade organizations. The National Foreign Trade Council warns that the measures slow growth, disrupt operations, and raise legal concerns.

Investing in Uncertain Times

Cantor Fitzgerald has recently made significant investments in the Fidelity Wise Origin Bitcoin Fund and in companies such as Tesla, AMD, Alibaba, and Robinhood. Investments in the Bitcoin fund and Robinhood amount to $120.7 million and $116.8 million, respectively. Analysts see this as a strategic move: some companies directly benefit from the tariffs, while others are less vulnerable to trade risks.

Despite rules against conflicts of interest, Lutnick received a special waiver allowing him to participate in matters that have a direct impact on Cantor Fitzgerald. Other officials have received similar waivers to avoid potential conflicts of interest.

Impact on Businesses and Consumers

The tariffs affect not only investments but also consumer prices and production. For example, wholesale prices for fresh and dried vegetables rose by nearly 39% in July compared to last year. In the construction sector, companies like Home Depot report that projects are being delayed due to higher material costs.

Economic experts warn that trade measures could hinder innovation, especially in advanced manufacturing sectors where fuel efficiency, safety, and sustainability are critical. The rising cost of raw materials affects both large companies and households.

Confidence and Strategy in Uncertain Times

Even as the trade environment remains unpredictable, some officials show that strategic investments are possible, even in challenging markets. Investing in Bitcoin and companies that are resilient to tariffs or directly benefit from them demonstrates that smart choices can be made without neglecting risk.

For investors and businesses, it is important to act cautiously and stay well-informed. Uncertainty can create opportunities, but a reliable and safe strategy always remains the foundation for success.

Disclaimer: This is not financial advice. Always conduct your own research and consult professional guidance.