$DEFENSESTOCKS - Increased defense spending in European countries bordering Russia, such as Poland and the Baltics, due to geopolitical shifts and potential reduced reliance on the US, suggesting growth opportunities in the defense sector.
$FNMA - Potential value in Fannie Mae post-privatization, with the government potentially owning 90-94% of the total common stock. A Congressional Budget Office analysis suggests the total equity could be worth between $305-500 billion.
Bearish:
$USTREASURIES - Concerns about the unsustainable nature of US debt levels, with the government issuing bonds to pay interest on existing bonds, potentially leading to financial instability.
$USD - Potential weakening of the US dollar due to possible government interventions, including the creation of a sovereign wealth fund to improve the competitiveness of US domestic manufacturing.