The unrest in Egypt could boost US stocks

It's fair to say that on most people's 'black swan' lists for 2011, there was no mention of a revolution in Tunisia. But it's increasingly looking as though that's going to have proved the spark for the biggest unknown of this year. It looks as though Egypt could be next. And given Egypt's importance, if its ruler Hosni Mubarak is overthrown, then who knows which other countries could follow? Dennis Gartman gave a good quote on the topic to CNBC the other day. "This is either the greatest deliverance of democracy or drop into chaos that we have seen." But what does it mean for your portfolio?