November 5, 2026

Scott Bauer’s Post-Election Plan: GOOGL and META

Scott Bauer joined Business First AM to share his post-election plan for a market weighed down by high Treasury yields, the war in Iran, and AI spending jitters. He points to a historical pattern that has favored stocks after Election Day and names the two hyperscalers he wants to own, Alphabet (GOOGL) and Meta (META).

Scott covers:

  • The post-election pattern dating back to 1950, and what it has done for the S&P 500
  • The year in the presidential cycle that has historically been the market’s best
  • Why he’s buying GOOGL and META after the hammering they took
  • The consolidation he expects among the hyperscalers over the next six months
  • The obstacles ahead, from Treasury yields to Iran

Scott Says Right Now is One of the Best Times He’s Seen to Trade Options.

about the author:

Scott Bauer

A respected market commentator seen on Bloomberg, Fox Business, CNBC and other major financial networks, Scott Bauer has 30+ years of professional equity and index options experience at the Chicago Board Options Exchange (CBOE) and Chicago Mercantile Exchange (CME) and as a Vice-President/trader for Goldman Sachs. Scott graduated with Honors from the University of Illinois Business School and has taught classes both at his alma mater and at the CBOE.

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