SafePortfolio
What could a Trump/ Vance presidency mean for financial markets? Good for US manufactory (e.g. warehouses $PLD (Prologis Inc) , railroads $UNP (Union Pacific Corp) ...) $GOLD $SILVER -> they want a weaker dollar/ lower interest rates $PLATINUM $PALLADIUM.spot.FUT -> mainly used for conventional cars, slower switch to EVs means more and longer demand Bad for EV's $COPPER.FUT (similar argument) $OIL $NATGAS maybe less regulations good for producers, but "drill baby drill" could lower price of commodities Maybe retailers $WMT (Walmart Inc.) due to tariffs on China (less cheap stuff) There is more of course, just a few thoughts.
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