“Welcome to the Thunderdome” I thought to myself as I awoke Wednesday morning at 2:45 am to the news Former President Trump was set to become President Elect Trump. I will not lie, I was a little shell shocked, I had seen the polls but was not necessarily expecting this result. Though I had spent last week pouring over what a new Trump administration may mean for markets, concluding it wasn’t likely as bad for price as many wanted to claim; I was not looking forward to the return of volatility and the threat of late Friday afternoon headlines destroying the markets when they reopened on Sunday night.
If I wanted to be dramatic, I would say I have not fully recovered from the first trade war. Uncertainty and price swings are great for traders and gives folks who write newsletters something to talk about, but when my day job and what pays the bills consists of producers relying on me to help them navigate an already uncertain market, it can be exhausting trying to stay on top of every single development.
