With Donald Trump winning the 2024 election - there are a few quick notes I wanted to share that the market will likely now focus on. - Trump re-flation concerns: with the proposed tariffs and large expectation for government spending, it is possible that inflation does not roll over easily. This is likely why the bond market is currently seeing a sky rocket in the 10yr treasury yield - Stock market rally: with Trump's pro business agenda, which includes looser regulations and low taxes, stock are ballooning higher today. - Crypto boom: Going again off of the lesser regulations side, crypto is higher today as the Trump/Vance administration seems favorable towards BTC. - Foreign affairs uncertainty: Whether you like or dislike him, Trump brings volatility and uncertainty to the global situation - which is a sensitive one as is. - Metals selloff: I mentioned this in my livestream yesterday. Following the election of both Trump in 2016 and Biden in 2020, gold fell in price. This is likely due to the de-risking that takes place following an election getting called. The question of whether a peaceful pass of power will take place is no longer so scary, so investors move away from gold in the short term.