Is the election over already?

Sure, Election Day is Tuesday, Nov. 5. But the election is happening in real-time and will mostly be over by the end of this week because of early voting, mail-in ballots, drop boxes and ballot harvesting.

These votes won't be counted until Election Day, but they are being cast now, so hopefully somebody will be watching this time.

It goes state by state, so different states have different laws, obviously. But in many states, the voting has already begun. In many cases, it was Oct. 11. Other states opened up on Oct. 15.

But the point is a lot of the voting has already happened, and a lot more is going to happen during this week.

So the election will be over before Election Day. We won't know the results until Nov. 5, but the election's very largely over in the middle of October. (That's why the "October surprise" of past election cycles is obsolete.)

Polls Pointing to Trump
This timing is another reason why I believe Donald Trump will win this election. Polling has swung to the Trump camp in the past few weeks. This momentum has come at the right time as early voting began in critical battleground states.

But once voters have cast their votes and a winner is declared next month, the election will not be over. Why? Because the Democrats have another lawfare trick up their sleeves in anticipation of a Trump victory.

But let's assume for the moment that Trump wins the election and actually takes office in January. What market sectors should do well under a second Trump administration?

Here are some of the sectors that will benefit with a Trump victory in November:

Oil and natural gas drilling, production and refining
Mining (gold, silver, copper, lithium)
Defense (especially in contractors with good research and development programs. We need new technology, not just more of the same weapons)
Automobile manufacturing focused more on internal-combustion engines rather than electric vehicles.

The Return of the Physical

I would also look at sectors that benefit from lower oil and gas prices including trucking and airlines.

Trump's agenda will incentivize billions of dollars of investments in U.S. energy and manufacturing jobs. He'll make domestic oil drilling and refining a top priority which will provide America with energy independence. This will also benefit companies (and provide more jobs) in the energy sector.