Although expectations are for pandemonium, the world will be surprised at how well the Americans handle this election (especially versus expectations). Plus, an outlier short play.

Well, it’s finally here. Today is election day in the United States.

I am going to break my rule, and write about politics (a little bit), but before I do, I want to emphasize that it will be solely from the perspective about what it means for the market. I have no desire to convince anyone of what should be done. I am only interested in what will be …

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