The stock market says Kamala Harris will win – and these are the sectors to support

Still, it is possible to identify the sectors that will benefit from a win. First of all: renewable energy.

Harris may have distanced himself from some of Bidenomics' lavish spending and generous subsidies — and rightly so, given how unpopular it has proven with voters and how much money has already been wasted. But she is still much more committed to achieving net zero targets and reducing carbon emissions than Trump ever will be.

All companies developing wind, solar and nuclear energy will continue to thrive.

Likewise, the major microchip manufacturers that have benefited over the last four years from lavish subsidies aimed at rebuilding America as a technology manufacturing center can expect a lot more free money from the White House.

House builders and material suppliers will benefit from its plans to offer grants for new homes, as well as a target to build more than 3 million homes – a 50 percent increase on current construction prices. And while it may not be a huge industry yet, at least not officially, the fledgling marijuana industry stands to benefit from its plans to finally legalize the drug.

When you add it all up, one point is clear. Harris is the continuity candidate. It offers a watered-down version of President Biden's program, with a particular focus on reducing housing costs and less inflationary spending programs.

The stock market says this is a winning formula, even if the polls say it's too close to predict and the betting markets predict it for Trump. It may be a surprise this evening – but the stock market has rarely been wrong.