"We recommend buying only those stocks best befitting the last emperor, Circus Clownius:"
But, now this:
Junk bonds
Junk stocks
Banks
Construction/Infrastructure
Transports
The short Treasury Bond trade:
XLP/TLT
Biotech
Deutsche Lehman
Government Sachs
Now the overnight team takes the field to unload what the machines were forced to buy today...
On a 24 hour clock "America first" is not as good as it sounds...