In opinion my take on today was:
1. America definately wants to be great again.
2. The world wants continued urbanisation and a better standard of living.
3. America wants positive aggressive change and seeks good old fashion growth with huge infrastructure improvements.
4. America backs Trumps vision and his proposals for change.
5. The big commodity short of old will become the big long.
6. Anyone in Trumps firing line will not like the outcome.
Yes the market reacted today but I expect markets to adjust to a high growth stimulus model. With Chinas GDP maintaining its high growth, Asia ramping up along with India. The US will now fire up on all cylinders to stimulate growth over the next few years.
Infrastructure and construction across the globe will only increase over the next decade and I believe the magnitude of this upside will be far greater than many anticipate.
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