Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTSean Williams, The Motley FoolSat, July 25, 2026 at 10:26 AM GMT+2 6 min readFrom a purely statistically standpoint, outsize stock market gains have gone hand-in-hand with Donald Trump's presidency. Despite historic volatility during the early stages of the COVID-19 pandemic and, more recently, the tariff tantrum in April 2025, the Dow Jones Industrial Average (DJINDICES: ^DJI), S&P 500 (SNPINDEX: ^GSPC), and Nasdaq Composite (NASDAQINDEX: ^IXIC) have generated double-digit annualized returns with Trump in the White House.But history also makes it clear that bull markets aren't indefinite. While several catalysts threaten to weigh down the stock market, including otherworldly valuations and a parabolic move in outstanding margin debt, inflation is arguably the toughest to sweep under the rug.Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »President Trump's policies are fueling inflation -- but they aren't the only issue. Image source: Official White House Photo by Molly Riley.Although the headline U.S. inflation rate has backed off from a three-year high,