After Trump's US Presidential win on Wednesday, equity markets exploded, capturing their largest weekly gain since the first week of November 2023. The FOMC ("the Fed") also came together last week for their November meeting and dropped the overnight rate by 0.25%, which further stoked an already bullish week. The economy remains strong and, with President-elect Trump coming in as the 47th president, the market seems to be back in "risk-on" mode as a remarkable year for equity returns enters its final phase.

This week, I discuss:

1. The impact of the election on equity markets but also bonds and the dollar,
2. My thoughts on why certain stocks went through the roof and others struggled with the news of Trump's second term, and
3. Why keeping a log of your trades is not only a good idea, but arguably a necessary tool for t ...