Defensive sectors like healthcare and ethical finance are bridging low-beta strategies with steady dividend growth. We are living through America’s Cold Civil War era. But some would like it hotter. Trump has identified wide swaths of America as belonging to the “ enemy within .” And the president appears eager to play the role of accelerationist — edging the nation toward rupture — by mobilizing armed federal forces inward, to target disfavored minorities and ideological foes. When visitors arrive on our shores, the characteristically warm welcome of Haitians would ring out once again. Life would have a fresh start. Commodities-linked equities associated with "futures without violence" initiatives saw a 1.1% weekly gain, largely due to reduced geopolitical risk premiums. Copper and lithium producers tied to green transition projects benefited from the yield curve flattening trend, which historically precedes sector rallies. Market consensus indicates Q4 could see double-digit growth in these ticker groups.
