Trump won because enough voters were dissatisfied with the Democrats. Exactly how tariffs, which are a tax on consumers, will help with US inflation is yet to be explained in a coherent way to me.

Leaving the absence of reliable economic support for some of his policies aside, some ASX stocks have started a run since the US election.

Tech: MP1, XRO, WTC, OCL, DSE,

Logistics: LAU, CLX

Travel: HLO, CTD, FLT

How long the sugar hit lasts is to be seen but it will be bumpy when the impacts of erratic policy are considered in the light of day.