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Election

post-election rally - adding back positions, hedges closed
election resolved. market rallying. adding back. the outcome # clear winner declared wednesday morning. market loved the certainty.
election night - watching, not trading, wild swings
election night. watching everything. trading nothing. the action # 7pm EST: polls closing, futures flat 9pm EST: swing states too close to call, futures dip -0.5%
election week prep - hedges set, sizing cut, ready to watch
tuesday is election day. everything is set. current positioning # account: $510,180 hedges: VIX 25 calls (2 contracts): $1,840 cost SPY 505 puts (3 contracts): $1,420 cost total hedge cost: $3,260 (0.64% of account) position sizing: reduced 40%
pre-election algo adjustments - sizing down, hedges up
election tuesday. time to adjust. the problem # elections = regime uncertainty. policies change. sectors rotate. vol spikes.