Only twice in the past 92 years have we had stock market gains in the 3 months prior to the Presidential election where the incumbent party lost. Given the Black Swan event of a pandemic and an estimated 50 Million+ mail in ballots and early voting likely, our confidence levels…
In 2016 both political parties powerful polemic against the FBI led to one of the more controversial elections and transfers of power in history, leading to four years of investigations that continue today. Many expect 2020 to provide even more fireworks and uncertainty. In both elections there has been a…
As the election countdown approaches, the stark contrast in the opponents and uncertainty of a clear quick outcome have escalated. Stocks peaked September 2nd and have been in a corrective mode throughout much of September. Our September 2nd ExecSpec letter indicated a possible immediate top with a drop into mid…
The Fed money printing machine, zero bound borrowing rates and Government handouts are the primary factors in a record breaking 5+ month rally that has surprised all forecasts. Another tailwind for stocks have been the improving poll numbers and betting market sentiment trending toward a Trump victory. The average of…
Once every four years investors contemplate the inflection point of electing a new President and its economic and personal portfolio impact. Most of the 58 Presidential elections since our country’s founding have been better than pessimists had feared, but inevitable political campaigning works overtime to convince us the end is…
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