After investors spent days reveling at the thought of how tax cuts could boost earnings, they may now be anticipating how the U.S. will be forced to make up for those lost contributions — usually by selling bonds, Cramer added. He rebuked a few theories about other ways the government could recover these funds, such as increased tariffs or some sort of plan to drastically trim the deficit thought up by a newly-empowered Tesla CEO Elon Musk, a close ally of Trump.