The time to do something that you feel is right or necessary and that may also be perceived as "unpopular" by the electorate is immediately after taking office which is why this is happening now versus next year or beyond. The pressure will grow on resolving these things as we get closer to the end of the year with the mid-terms coming up next year. The markets will need to be growing again by that time or the Republicans will be in trouble and the idea of Trump governing effectively and advancing an agenda beyond year 2 will be a pipe dream.

I do like the idea of manufacturing coming back home to some extent from a national security point of view or even just further diversifying production away from China to other countries. I don't like China being able to wield so much sway over us in that regard. However, mature economies like the U.S. often shift more toward service and away from manufacturing and we will still be a predominantly service oriented economy regardless of how much manufacturing comes back home.

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