With the election results, we now have a President-elect with a pro-growth, pro-business, pro-American economic agenda — and mandate from the people. 

More importantly, the new administration will abandon the globally coordinated radical agenda to transform global energy (the anti-fossil fuels agenda), which was designed to completely transform the global economy, and change the global balance of power.  It was self-sabotage. 

And with that, as we’ve discussed in my daily notes, the Biden administration’s adoption of anti-oil policies was a self-determined path to loss of reserve currency status of the dollar, and therefore a path to the destruction of wealth and loss of sovereignty (a recipe for a “new world order”).

The explicit regulations, policy goals and central planning around this energy transformation agenda both directly and indirectly signaled threats to the future of American businesses and industries.

As we’ve discussed in my daily notes, there has been a clear divergence over the past two years between the stock performance of a handful of tech giants and “the rest” of the stock market.  This past summer, that divergence was at historic extremes. 

And with the response of markets last Wednesday, it’s reasonable to believe that this divergence had something to do, if not a lot to do, with the democrat agenda of radical change.

It’s an agenda that prioritized climate over nearly everything else, which became an existential threat to some businesses, put a finite existence on others, and resulted in a consolidation of power into the hands of a few companies.

Again, if we look at the market response last Wednesday, the broadening of stock market performance, particularly to the benefit of smaller cap stocks, indicates that a Trump administration would restore the long-term livelihood of American businesses, by: 1) lifting restrictions on American energy production, and 2) terminating the Green New Deal initiatives within the Inflation Reduction Act.

We may very well be embarking on a golden era for America.  And a golden era for investing in America. 

The transition to a pro-growth government under Trump and his team, which includes Elon Musk, is more than just a political shift.  

It’s a strategic realignment towards sustainable economic prosperity. 

Just as in 2016, when business optimism skyrocketed, and markets followed, the focus on structural change (domestic manufacturing, energy independence, fiscal responsibility, and corporate repatriation) dramatically changes the outlook — not just in America, but around the world.  

A better U.S. economy can mean a better global economy.  A better global economy is good for everyone.

Add to all of this, we’re in the early stages of an industrial revolution.

Just as the 1920s were defined by innovation (the automobile and widespread access to electricity), with generative AI we have the formula for another “roaring 20s.”