Let’s learn from the lessons of the dot com implosion.
1. Any sort of government funded green energy initiatives that is not already self sufficient will get cut. Republicans don’t care about the environment and will not continue to throw money at this. Company like Tesla come mind. No people, you will never see your model 3 delivered and good luck getting your deposit back. Short after a dead cat bounce sometime before the new presidency.
2. Consumer tech discretionary items, especially businesses that count on foreign work/workers.
Short Apple, Fitbit (which will go under), Google too.
Snapchat IPO and Uber IPO and airbnb IPO. Goodbye.. not going to happen. I’d you are working at a startup and haven’t passed round 4 funding, you might have issues especially if you aren’t profitable. That’s what my cc friends are saying. Valuation is getting lopped off, there’s no point into trying to reach that IPO or acquisition.
3. Short Qualcomm, Intel, anythinf with exposure to Asia. Hardware will contract.
4. Consumer staples and banks (low tech) should do fine.
5. Go long on banks..they will do fine. Look for deregulation and a rehash of irresponsible lending again. Trump already hinted at this. Free pass with a good Senate and House.
6. Defense spending will increase.
That’s where the job growth will be. Company is like Northrop Grumman and Boeing will ha e a very very bright 4 years.
