Whether TrumPidiot tanks the U.S. through gross mis-management of Co-VID-19 or through China's military incursion into Hong Kong AND Taiwan AND the Spratley's, or through blue-collar pandering/deficit-bloating Co-VID buy-offs......
OR WHETHER
Dear Smilin' Joe Biden cruises into the White House without a single change in the Senate/House mix, making all kinds of will-go-nowhere policy pronouncements....
no matter! Markets like *stability* -- no matter who's in charge. And we WILL see the kind of stomach-*wrenching* floppitude we saw during the night of The Orange One's "election" ("It was Super-big. The Biggest. It had many, many Electoral College votes. The most votes ever -- in some not counted -- Fraud! But we still won!!!!").....
But this time, the flop will be seen beforehand, as those with positions that take weeks to exit, will start around Labor Day, and d-d-d-down will go the market. No! Up! Back d-d-d-down will go the Market. The Great Election Roll-Over, as institutional money tries to free cash, and pour into Safe Havens and better, companies that will prosper simply because of the calendar being Post Election.
Watch for it.
Your own politics won't matter. What *will* matter is for you to (basically) ignore fundamentals for about 8-12 weeks.
OR WHETHER
Dear Smilin' Joe Biden cruises into the White House without a single change in the Senate/House mix, making all kinds of will-go-nowhere policy pronouncements....
no matter! Markets like *stability* -- no matter who's in charge. And we WILL see the kind of stomach-*wrenching* floppitude we saw during the night of The Orange One's "election" ("It was Super-big. The Biggest. It had many, many Electoral College votes. The most votes ever -- in some not counted -- Fraud! But we still won!!!!").....
But this time, the flop will be seen beforehand, as those with positions that take weeks to exit, will start around Labor Day, and d-d-d-down will go the market. No! Up! Back d-d-d-down will go the Market. The Great Election Roll-Over, as institutional money tries to free cash, and pour into Safe Havens and better, companies that will prosper simply because of the calendar being Post Election.
Watch for it.
Your own politics won't matter. What *will* matter is for you to (basically) ignore fundamentals for about 8-12 weeks.
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