When you look at the gestalt and nothing else you can be confused. But you shouldn't do that.

Donald Trump is going to kill Obamacare. Healthcare stocks are way up.

Donald Trump is going to cut taxes aggressively. Banks are way up.

Donald Trump is a luddite who hates technology and the west coast. Tech stocks are being pounded.

Donald Trump is an isolationist. International trading partners of the US are gutted.

The short term action is all being driven by people taking Trump at face value. The longer-term investors are all taking a wait and see approach... but all those guys with retirement funds who voted him in? They're buying his principles.