President-elect Donald Trump has been parsimonious with details about his plans. He talked broadly about fixing roads and bridges, enforcing borders and security, chilling out on regulation and retaliating against those who don't share his vision. Mr. Market is filling in the blanks.
U.S. equities started mostly flat on Wednesday, but specific enterprises were targeted to benefit from the new Republican leader, while perceived losers were punished. Many of these ideas showed up in the Breakingviews Trump Victory Portfolio in September.