Not 100% related to trump, but I am bearish on the consumer staple "junk food" companies. The evidence that excess sugar/cheap carb consumption as found in processed food is a primary trigger for obesity, type two diabetes, heart attacks, among other serious and expensive ailments, has become too much to ignore. This will influence consumption via a mix of government action and popular consumer behavior. At the same time these companies are very expensive in the market due to their stability and the hindsight looking studies that "prove" what good investments they are. Very expensive, no growth (in many cases declining revenue), and changing consumer preferences is not a great mix for the future. My only hesitation is that I expect firms like 3G to continue to consolidate the industry (Potential to gutt bloated SG&A makes the companies less expensive to an acquirer), which creates M&A risk on short positions. Link to Issues General Mills is having as reflected in recent quarter: http://www.morningstar.com/news/dow-jones/TDJNDN_201612203991/general-mills-earnings-decline.html
Well what do you guy think about his effect on the real estate. I heard the market is going to go down in 2017 as he becomes President.