Ha. Well… This Is an Easy Call (GEO Up 23%)

Well... that was something.

Action to Take: Markets deliver a decisive verdict this morning, with policy implications rippling across sectors. As capital seeks exposure to the potential beneficiaries of the new administration, opportunities emerge in domestic small-caps and sectors aligned with expected policy shifts. While some will debate politics, smart investors focus on following spending flows - we'll highlight the best-positioned names in the coming days as the dust settles. For now, the Russell 2000's 6% move signals that institutional money is betting on growth. We have been long GEO Group (GEO) for months. It’s up 23% in the premarket.

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Momentum: With election results bringing clarity, market sentiment is shifting quickly. The VIX has dropped below 16 as uncertainty fades, and traders are positioning for what's next. The dollar is above 105, and Treasury yields are at 4.42%, reflecting expectations of more government spending, higher inflation, and trade policy changes. While…