Financially Secure At Home

(1) Trump World favors “Stay Home” strategy. (2) America First: US stocks have been first during the current bull market. (3) SmallCaps may benefit more from tax cut than LargeCaps. (4) US accounts for 40% of global equities’ market cap. (5) Emerging Markets are cheap, some with good reasons. (6) S&P 500 Financials have come back from the dead big time. (7) Jamie Dimon’s excellent trade. (8) Yield curve is looking up for Financials. (9) Earnings estimates rising for Financials. (10) Regulators are looking to regulate Fintech firms.