After the Midterms: The Data You Need to Watch

• Buy strength, not the dip

• 2018 gives an example to follow

• Let data drive the decision

In this post-midterm reaction video, we break down the results and map out what comes next—drawing a direct parallel to the 2018 midterms.

In 2018, markets didn’t immediately reward the political shift. Instead of blindly “buying the dip,” the smart money waited for clear signs of strength: a confirmed direction in policy, relative stability in key sectors, and evidence that the new power balance wouldn’t derail growth. Only then did the rally build.

We’re applying that same framework now. Rather than reacting emotionally to the headlines, we’re looking for genuine strength in the data, the leadership response, and the market’s actual behavior before committing to any “buy the dip” narrative. This video walks through the 2018 playbook, highlights the similarities and differences today, and outlines the specific signals that would justify optimism—or caution—in the weeks and months ahead.

If you’re trying to separate noise from signal after these midterms, this is the framework.