Reflections on the election

"In years to come," says Deutsche Bank's Jim Reid, "markets may well look back at the month just passed as one of the most pivotal in recent memory." The natural follow-up question might be "What exactly are we pivoting to?" Opinions abound on that score and below we have assembled a baker's dozen of what we consider the most insightful for your consideration. As always, we give special attention to the gold market.

Reflections on the election