It’s only been days since the election and yet we’ve seen a massive repricing across nearly all financial markets. In part this is because Wall Street, which is typically pro-GOP, was preparing for and expecting a different outcome.

The fireworks in the aftermath of the election (dollar plummeting, Dow Futures down over 800 points), abruptly came to a halt in overnight trading. This was quite amazing to watch as the visceral reaction faded and many investors began contemplating how to navigate the new environment.