I agree with your statement "Theory = Market is factoring in a Trump win (the undoing of anything having to do with electricity)
Bottom-line tho for a long time has been (from a technical perspective at least), is that commodity and market-timing-wise, it's just "all-about" monitoring Canadian Resource Indexes
The Cryptos have decimated participation in commodities"
The irony about the whole scenario is cryptos complete reliance on endless electricity.
No electricity=no crypto...
crypto has become one of the biggest new creators of carbon emissions
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