A new era dawns, rewriting the rules of the market game—

With the recent U.S. election, there’s been a big shift from left to right. If history tells us anything, though, these swings back and forth aren’t new; they’ve repeatedly shown up in American politics. A great read that dives into the timing and impact of these shifts is The Cycles of American History by historian Arthur Schlesinger. He noted that these political tides tend to move in roughly 18-year cycles, though it seems to be speeding up a bit in recent years.

For us as traders, there’s an opportunity here. These shifts bring new winners and losers in the business world. Not every company will benefit; some will ride the wave, while others will struggle. That’s where a solid strategy and selective stock picking come in—keeping ourselves on the “right side of the road” will be key in navigating what’s next.