Has Trump Finally Lost It? Trump’s New Privatization Set to Unleash Hell on $AMZN and Rural America?

Ah, the U.S. Postal Service. It’s the scrappy little engine that could and yet, it’s somehow older than America itself (est. 1775, in case you were wondering). It's delivered everything from love letters to tax bills, and even the godless amount of Christmas gifts my wife ordered over the weekend. But now, it seems Donny Politics is eyeing the USPS like it’s a contestant on The Apprentice. Spoiler alert: He’s thinking about firing it—or at least selling it off to the highest bidder.

(Source: Giphy) 

In short, according to the Washington Post, Trump has been chatting about privatizing the Postal Service. And when I say chatting, I mean heated conversations over cocktails at Mar-a-Lago with Howard Lutnick, his commerce secretary pick (and presumably a guy who uses FedEx out of spite). Toss in some Musk-Ramaswamy brainpower from the so-called “Department of Government Efficiency” and you’ve either got the makings of a USPS makeover—or a downright meltdown. 

(Source: Washington Post) 

Why? Well, because contrary to what most think, USPS isn’t exactly rolling in dough. The agency has lost over $100 billion since 2007, including a casual $9.5 billion just last year. Blame non-cash workers’ compensation expenses, declining mail volume, or the fact that Karen down the street insists on mailing birthday cards instead of Cashapping like a normal person. Either way, things aren’t looking great.

But, but, but… to their credit, USPS hasn’t just been laying down and taking it. Over the past three years, they’ve slashed 45 million work hours, cut transportation spending by $2 billion, and rolled out a 10-year modernization plan. The problem? They are still bleeding cash hand over fist. 

(Source: Giphy) 

Plus, add in the fact that Trump's relationship with USPS is already messy, and you have a full on sh*t show in the making. For more context, remember when Trump called it Amazon’s “Delivery Boy” and threatened to quadruple package prices? Or when he blocked emergency funding for the agency during the pandemic because he thought mail-in voting was a scam (I’m gonna keep my mouth shut on that one…IYKYK). So yeah, it’s clear Trump has a grudge, and it’s looking like USPS just gave him a gaping hole to insert his vengeance into. 

This time though, Trump's main gripe seems to be that USPS operates like a subsidized government relic instead of a sleek, profit-churning machine. His solution, obviously, is to sell, baby, sell. Privatization, he argues, could bring in the efficiency of private carriers like UPS and FedEx.

(Source: Axios) 

In layman's terms, privatizing USPS isn’t just about slapping a “For Sale” sign on Ben Franklin’s legacy—it’s about potentially throwing a wrench into the trillion-dollar e-commerce industry. For one thing, USPS is Amazon’s go-to for “last-mile” delivery (translation: getting packages from warehouses to your doorstep). If privatization jacks up prices or disrupts service, Money Bags Jassey might have to rethink his whole operation. Now whether that’s good or bad… time will tell.

Additionally, USPS is the only carrier that delivers to the middle of nowhere. Privatization could leave small businesses and rural consumers high and dry—or paying a premium for the privilege of mail. And don’t even get Alaska started; they’ve got senators who’ll fly postal execs out to see just how crucial the service is up there. On the other hand, Trump's own party from rural districts might not be thrilled about privatizing an agency that disproportionately serves their constituents. Imagine explaining to your voters why Grandma’s medication now comes with a $50 shipping fee. Not a great look.

(Source: Giphy) 

Meaning, in the grand scheme of things, privatizing the Postal Service is about as easy as explaining Inception to my 65 year old father. The USPS isn’t just a mail carrier; it’s a federal agency with a “universal service obligation” to deliver to every address, no matter how remote or unprofitable. Plus, it’s one of the most beloved government entities out there, second only to the National Park Service. (America loves its postcards and hiking trails, apparently.)

Therefore, any move to privatize would require congressional approval, and good luck getting that in today’s political climate. Remember, this is the same Congress that can barely agree on what to order for lunch (but, then again, the GOP now has control, sooo the road is definitely less bumpy than before). 

(Source: Giphy) 

In the end, my guess is as good as yours on whether this comes to fruition or not—but the main thing here is that this move is definitely on the table and being talked about. And IF it does happen, well, expect a major shake-up in public companies that have their hands in your mail. Meaning, if you’re a shareholder in Amazon, FedEx, UPS, etc. I’d be keeping a close eye on this story.

Trump’s already proven he’s a president of action, and he’ll stop at nothing to make sure his moves get done. So yeah, buckle up on this one, friends—and as always, stay safe and stay frosty! Until next time… 

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Stocks.News holds positions in Amazon as mentioned in the article.