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Still feel, scott, that we should not mistake people taking off protection trades and unwinding hedges for this massive new shift in sentiment. The most important takeaway that i want everyone to is have is that the markets are not any more excited about President Trump than they would have been about president clinton. What the markets hate more than anything is uncertainty, and then when they get certainty, no matter what that certainty is, typically the reaction is to buy. The reason why is because people sit on their hands, they worry, they think about worst case scenarios. The fact that we got a president , we had an election with a clear cut outcome is the reason why you saw this exhalation and everyone went back and bought the things theyve been waiting to buy. It has nothing to do with one persons policies, another persons power, et cetera. However, even if you thought, steve, that you would get stimulus of some sort from either candidate, maybe theres an easier path to growth
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