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China Might Invade Taiwan
Biggest hit that we would feel from the american side of things would be in tech manufacturing, cause that's all been outsorce to east asia. For everybody else, when you're talking about electronics and ligits and telephones, yes, it's going to hurt, but that's the only sector. And i'm kind of counting on vinom to fill that gap, because they're moving up the value added scale so quickly, so much faster than the chinese did. But aside from that, o no energy, no te no finance, we'd probably actually get a huge surge, just like we did after the agent financial crisis.