What happens to the stock market now? I keep it simple, using “reversal of the past” to navigate.
I strongly suspect, the multi national big global corporations will be big short opportunities. They benefitted the MOST from globalization past 40 years. So reversing that, means they are going DOWN DOWN DOWN.
I’d be bullish on smaller domestic corporations, that were HAMMERED for the past 40-50 years. They had two choices. Close down or move off shore. Big businesses constantly killed or absorbed small businesses. Reverse it.
Big business will lose to small domestic businesses.