The biggest election upset in modern American history was one that virtually every polling organization got dead wrong.
But I'm not a political analyst. My job is to put the very best investments in tech squarely in front of you.
The way I view it, we're likely to see U.S. and global markets reel through at least some instability for the next week or so as Tuesday night's result sinks in. Wall Street hates uncertainty, and that's precisely what we seem to have now.
I believe that instability is masking a huge new opportunity, one that might not have existed before Tuesday.
Let me show you what I mean…
Look for a Huge Boost in Defense Spending
There is little doubt that under a President Trump, the U.S. military will go on one of its biggest growth periods in decades.
In fact, we can think of his election as a bona fide mandate for more defense spending.
Forget about the Bill Clinton peace dividend. Forget about wartime footing under George W. Bush. And certainly forget about our walking away from the role of world's policeman under Barack Obama.
President Trump has said in his administration, the United States will "speak loudly." And if that's not enough, use the biggest stick in the world – the U.S. military.
As it stands today, the proposed Department of Defense budget for fiscal year 2017 (which will certainly be renegotiated by the new administration and majority in both houses of Congress) is already at $582 billion. Then add another $34 billion a year in weapons exports; this flow of funds is about as strong and steady as any business could hope for.
There are almost 3 million people directly employed by the U.S. Department of Defense. And that doesn't include all the contractors and subcontractors.
In 2015, defense spending made up 54% of all U.S. discretionary spending, but the "supercycle" I've written of before has barely begun.
About the Author
Michael A. Robinson is a 36-year Silicon Valley veteran and one of the top tech and biotech financial analysts working today. That's because, as a consultant, senior adviser, and board member for Silicon Valley venture capital firms, Michael enjoys privileged access to pioneering CEOs, scientists, and high-profile players. And he brings this entire world of Silicon Valley "insiders" right to you...
- He was one of five people involved in early meetings for the $160 billion "cloud" computing phenomenon.
- He was there as Lee Iacocca and Roger Smith, the CEOs of Chrysler and GM, led the robotics revolution that saved the U.S. automotive industry.
- As cyber-security was becoming a focus of national security, Michael was with Dave DeWalt, the CEO of McAfee, right before Intel acquired his company for $7.8 billion.
This all means the entire world is constantly seeking Michael's insight.
In addition to being a regular guest and panelist on CNBC and Fox Business, he is also a Pulitzer Prize-nominated writer and reporter. His first book Overdrawn: The Bailout of American Savings warned people about the coming financial collapse - years before the word "bailout" became a household word.
Silicon Valley defense publications vie for his analysis. He's worked for Defense Media Network and Signal Magazine, as well as The New York Times, American Enterprise, and The Wall Street Journal.
And even with decades of experience, Michael believes there has never been a moment in time quite like this.
Right now, medical breakthroughs that once took years to develop are moving at a record speed. And that means we are going to see highly lucrative biotech investment opportunities come in fast and furious.
To help you navigate the historic opportunity in biotech, Michael launched the Bio-Tech Profit Alliance.
His other publications include: Strategic Tech Investor, The Nova-X Report, Bio-Technology Profit Alliance and Nexus-9 Network.