Winners, Losers and Links
Winners
Construction Sector - Construction on manufacturing plants is booming, keeping that sector happy.
Blade Runner 2049 Fans - Enjoy the aesthetics of NYC while it lasts.
Shoplifters - California looking to protect thieves. Other blue states will follow.
Losers
The French - Another migrant attack. This may kick off another wave as we saw in Obama’s second term.
Commercial Real Estate - This will be distributed unevenly due to the giant national market, but it looks back for return to office advocates.
Trump - Another legal issue we saw coming.
Links
Nemets has another deep historical dive.