[mchannon]

One likely possibility is mention of this presidential administration changing US corporate taxation to something more focused on capital flow across borders. It's in some ways similar to a VAT- a lower possible rate, but closing loopholes that strand revenues overseas, and eliminating almost every incentive for corporations to domicile offshore or adjust the books so that US taxes are avoided.

One aftereffect of this policy, which has its fans on both sides of the aisle, is the prospect of not so much a stronger dollar, but far weaker currencies for countries that derive their survival on multinational corporations taking advantage of the current US corporate tax system.

As a result, you can still either invest in stock in XYZ in, say, Honduras, or, own stock in the US fortune 500. As many look to the future, the better, safer bet is looking more like the latter than it used to.