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Based on what Trump said during his campaign, there’s no harm in identifying potential winners and losers. You can even speculate on which leading consumer stocks will benefit.

Wanna Bet?

But even with more conventional incoming presidents, events have a way of making seers look like fools. What would the first term of George W. Bush have looked like had 9/11 not occurred? What about his second term, if the financial system hadn’t nearly cratered?

With a President-elect as unconventional as Donald Trump – a man with no experience as an elected official, a man whose policy pronouncements follow no discernible ideology, and a man who says he’s his own best advisor – who can tell whether he will make decisions based on the odds of passage, a considered worldview, or the exigencies and/or his fancy at any particular moment.

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