LARRY KUDLOW: Big government socialism is a failure

Given the current political climate and Kudlow's criticism of Harris's economic policies, sectors viewed as benefiting from lower government intervention (like corporate tax cuts) may see positive investor sentiment. Additionally, if there's a shift in administration towards more business-friendly policies, companies positioned in manufacturing and traditional sectors may gain traction.

Conversely, sectors heavily reliant on government incentives and subsidies, such as renewable energy and tech sectors focusing on government contracts, might face negative sentiment if policies promoting 'big government' are challenged. If public opinion turns against these policies, ETFs and companies in those spaces may struggle.