Well this is certainly an interesting topic and it definitely has an overall effect on the country and investments in general. Right now this is such a radical shift that there is just no way to possibly gameplay as to what the effects will be. Will this shift actually take place before Trumpism dies a quick (or slow) death? What if some unforeseen event happens and the US suddenly needs NATO? How does a world that has become more interconnected via communications actually take a step backward with more isolationism? Colour me skeptical of the whole thing (pun entirely intended).....

For starters, let's just call this shift what it is- cloaked white nationalism. I don't see that surviving as normal people wake up to it's actual purpose. One thing has been consistent since man walked out of the cave- movement for better opportunity. This is built in our DNA and frankly speaking it knows no colour, religion or creed. It has happened and is going to continue to happen despite any attempts by an overzealous group of incompetents that just happen to be of the white pigmentation this time. But make no mistake- some other group of incompetents of a different pigmentation persuasion will take their swing of the bat if a similar movement gets out of control in a different region. Unfortunately, ignorance is a part of our DNA too!

Putting the genie back in the bottle has never worked and every time it's attempted the results are predictably disastrous. So the question really is not where does this go and how do we position our investments but how much damage gets done before it's easily predictable demise?