Whether or not you are happy with the results of Tuesday's election, we woke up to a whole new investing world on Wednesday.
That which was working before the election, is no longer working. That which was not working is now working.
A massive sector rotation is now under way.
In addition to this, a major tidal change in interest rates, which began in July of this year, is now picking up steam. How much steam? It is now a steam-roller!
I warned in July of this year to get out of interest rate sensitive investments like REITs, Utilities, and Large-cap dividend paying stocks. If you don't believe me, you can read my July 5 th article here. Not only were these asset classes ultra-expensive, they are also very interest rate sensitive. I sold all…
