Good Tuesday morning. Overnight, for the first time, Ukraine used US built long range missiles to strike into Western Russia. A parting gift from the military industrial complex for the Trump admin. Where this goes from here is anyones guess but its obviously not good news. European markets are lower by 2%, with US futures lower by approximately .80%. This the Deep State we voted against just 2 weeks ago.

While distance makes this a 'Europe problem’ more than a US problem (for the time being), it’s the Trump Doctrine that will continue to give the US the clear advantage in business and investing markets. The combination of the Trump Doctrine, the Trump Economic Miracle 2.0 and the Innovation Revolution is making the US the overwhelming global powerhouse when it comes to investing and business. This is a macro theme that will continue to reward those paying attention to it.

American exceptionalism is more real today than at any point in my life, which is why outside of a single Ch...