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Markets. Trumps policies will be business friendly no matter what we think of his politics. Everyone thinks a tax cut is good in the short term. The infrastructure program could boost GDP by ½ half to ¾ of a point. But then there is the debt on the other side of it. Saying you are going to spend money and spending money effectively are two different things. Spending has to be ramped up. Markets may be getting a little ahead of themselves. A lot of market gains have been concentrated in a couple of sectors. If you take those out of the equation the rest of the market looks a little more sensible.
President, Baskin Wealth Management http://www.baskinfinancial.com/main/