Bruce Blakeman on Tariffs, Hochul, Mamdani, Immigration
Summary
- Blakeman supports federal tariffs, viewing them as a tool to repatriate manufacturing jobs and level the playing field, despite potential Supreme Court procedural hurdles regarding Executive vs. Congressional authority.
- He presents a stark dichotomy between the fiscal health of Nassau County (bond upgrades, no tax hikes) and New York City/State (financial crisis, "bailouts," population exodus).
- He explicitly attacks New York's energy policies, noting costs are 50% higher than Pennsylvania due to "silly mandates," implying a bullish stance on deregulation and traditional energy sources found in neighboring states.
- A hardline stance on immigration is central to his platform; he pledges to end NY's "Sanctuary State" status on day one and increase cooperation with ICE to deport undocumented immigrants with criminal records.
Trade Ideas
Bruce Blakeman
Nassau County Executive
"Tariffs... is focused back on manufacturing jobs, on creating a level playing field with respect to trade." Blakeman confirms the political will to maintain or increase protectionist tariffs. This creates a moat for domestic industrial and steel manufacturing companies by making foreign competitors more expensive. LONG domestic manufacturing and steel producers. Retaliatory tariffs from trading partners hurting US exports; Supreme Court ruling limiting Executive power on tariffs.
Bruce Blakeman
Nassau County Executive
"My policy in Nassau County has been to work with ICE... We will move in just one year, 2000 illegal migrants with criminal records... I would issue an executive order my first day in office saying that New York State is no longer a sanctuary state." A shift from "Sanctuary State" policies to active ICE cooperation and mass deportation (specifically of those with criminal records) increases the demand for detention beds and processing facilities managed by private prison operators. LONG private detention REITs. Legal challenges to executive orders; federal vs. state jurisdiction conflicts.
Bruce Blakeman
Nassau County Executive
"We are 50% more in energy costs than the state of Pennsylvania... eliminating all of the silly mandates... plus the taxes that are put into your utility bills." Blakeman cites Pennsylvania (a major fracking/natural gas hub) as the economic model to emulate. This implies that the "mandates" (renewables) are the problem and cheap fossil fuels (Natural Gas) are the solution. A political shift toward this view benefits PA-based gas producers who supply the region. LONG Marcellus Shale/PA natural gas producers. Continued regulatory blockades on pipelines into NY; volatile natural gas prices.
Up Next
This Bloomberg Markets video, published February 20, 2026, features Bruce Blakeman discussing X, XLI, NUE, GEO, CXW, CTRA, EQT. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Bruce Blakeman · Tickers: X, XLI, NUE, GEO, CXW, CTRA, EQT