Republican Victory and Fed Easing Means It’s Time to Shift From Commodities to U.S. Stocks

The U.S. economic and investment world has changed fundamentally in the last 48 hours from two key events: * The massive Republican victory in Tuesday's midterm elections. * And the $600 billion worth of bond purchases by the U.S. Federal Reserve. These two events have changed the trajectory of the U.S. economy, probably for the next two years. As investors, we'd better adapt to them - and fast.