I got to go to the official Trump Election Night party yesterday, which means I got very little sleep. But, wow, it was worth it.

What a night!

So many people on both sides of the aisle – maybe even the vast majority of us – were understandably concerned that determining the presidential election would drag on for days, if not weeks. Yet Donald Trump has officially been declared the winner with a definite 277 electoral votes to Kamala Harris’ 224.

Incidentally, Trump also won the popular vote, something Republican candidates (including himself) haven’t been able to do in two decades. At last check on Wednesday morning, he had 71,858,428 votes to 66,990,807.

So it’s pretty definitive all around.

Fox News reported that the crowd went “absolutely nuts” when it called the win at 1:46 this morning. And I can say that was absolutely true. Just like I can attest to the absolute optimism in the room when President-elect Donald Trump came out to make his victory speech.

He was truly focused on making this nation great again. And we were all on board.

I know many of my fellow Americans are worried today about the election results. Some are downright panicked.

But Republican and Democrat voters alike can and should expect great things going forward. I truly believe the U.S. is in store for big success stories. Dare I even say “huge” ones.

That’s why I was down at Mar-a-Lago last night. Not for partisan politics. Not to gloat.

But because I know how much economic, investment, and societal opportunity is ahead of us after January 2025.

‘The Golden Age of America’

I’m going to get to my investment-specific thoughts in a minute. And, yes, they’re optimistic. Very much so.

But I have to stress why that is first. In which case, I can’t think of a better way to do so than to quote Trump himself. Even USA Today acknowledged how “he traded his fiery rhetoric for calls of unity” in this morning’s victory speech with lines like:

Every citizen, I will fight for you, for your family, and your future every single day. I will be fighting for you with every breath in my body. I will not rest until we have delivered the strong, safe, and prosperous America that our children deserve and that you deserve.

This will truly be the golden age of America – that’s what we have to do. This is a magnificent victory for the American people that will allow us to make America great again.

Back in 2016, when I first voted for him, I did so based on my personal understanding of the man… which really began developing when I read his book, The Art of the Deal, way back in 1988. I had just begun working my first job as a commercial real estate leasing agent, and I was hungry to make the most out of it.

That book – with its advice to “think big,” “love what you’re doing,” and purchase great properties at the lowest prices possible – was a major factor behind my development success stories over the next 20 years. And I was equally impressed when I did hardcore, boots-on-the-ground, face-to-face research on his global properties for my own book, The Trump Factor, in 2013 and 2014.

Let me tell you: The man knows his business. He knows the business world in general. And he knows how to make good things happen.

That showed in his first term time and time again. Despite Congress being against him more often than not, the American people still benefited from:

• A booming economy

• A rising stock market (without intense inflation)

• Record low unemployment – including for women and minorities – before the pandemic hit

• No new wars

And I firmly believe we can expect more of the same once Trump takes office again in just a few short months.

Investment Optimism Is Abounding

You can call me a rabid Trump supporter if you’d like. But the crowd at Mar-a-Lago wasn’t the only entity to go “absolutely nuts” at the news of his victory.

The markets were every bit as excited, as evidenced by the:

• S&P 500 Index climbing over 2% at noon

• Dow Jones shooting up 3.18%

• Nasdaq rising 2.33%

And the Russell 2000? That was even more optimistic, with a 4.46% increase. Those businesses and their investors are now expecting economic abundance and a continuation of the Trump taxes, which benefited them immensely.

Opponents can call those “tax cuts for the wealthy” all they want. Being a small business myself though, I know firsthand how well this group really did under Trump.

Just like I know how much it’s struggled in the last four years. It’s high time for them to benefit from some good policies.

Nor were stocks the only investment category that made major moves today. Gold was down as fears of civil unrest fell…

Oil was down as traders bet that Trump will give OPEC a new perspective to work with…

The dollar was up against the Mexican peso, the Chinese yuan, and other foreign currencies…

Many bonds fell on perceptions of decreased risk…

Bitcoin went absolutely berserk, shooting up 6.5% to touch $75,000…

And Wall Street’s fear gauge, the VIX, dropped dramatically to hit a six-week low.

I understand every single bit of it. While some of these moves might be overly exuberant, they’re far from baseless.

Donald Trump stands for economic prosperity. And if he has a strong Congressional backing as it seems he will, then there’s no telling how great America can be.

I’ll get into more specifics tomorrow as those Senate and House race results keep coming in, ending my thoughts today with these words from Trump’s acceptance speech:

It’s time to put the divisions of the past four years behind us. It’s time to unite, and we’re going to try. We’re going to try. We have to try. And it’s going to happen.

Success will bring us together. I’ve seen that. I’ve seen that. I saw that in the first term when we became more and more successful.

So here’s to a second term. Here’s to opportunity.

Here’s to making America great again.

Regards,

Brad Thomas
Editor, Wide Moat Research