We definitely live in interesting times!
I'm not sure what to make of the market activity as a whole this morning. I do have some targeted thoughts:
1. Look at healthcare as an industry. The signal that Obamacare will end will ultimately be good for the entire industry. I'd pay close attention to insurers.
2. Watch out for companies that rely heavily on foreign manufacturing, like car companies. The long-term prospect of moving jobs back onshore should mean increased labor costs. A trade war, with increased tariffs on goods like cars, might be a real problem, too.
3. I still think there is enough uncertainty to make metals and mining a viable investment. Especially if the globalists use a Trump presidency to finally "resolve" the sovereign debt crisis, which I suspect they may.
4. My initial reaction says to invest in defense stocks, but I would actually be cautious here when I really put thought into it. The defense industry makings billions on weapon programs that never fully materialize. If Trump really is a smart negotiator, he'll start putting performance clauses into these contracts.
5. Energy has to be a win now, right? Run from alternate energy like it's a fast zombie coming to eat your brain. Those subsidies should dry up.