I believe the window of opportunity closes faster than many think. Such broad market movements are not just temporary hiccups or deviations but could be signs of a deeper shift.
Although the stage seems set for a potential rally, it is more of an opportunity to watch for signs of strength rather than an invitation for blind positioning.
The truth is that, to some extent, all trades have been "Trump trades," and the post-inauguration period will reveal how many promises hold up, showing us how the market reacts to changes in the current price dynamics.