Right now, the market is furiously trying to price in a Blue Wave, and the health care sector is getting clobbered. But here's how I think things play out.
So let's see what's likely if the indexes keep sliding all the way to Nov. 3. (Hint: It still doesn't mean we'll find a 2016 setup.)
Thoughts on copper, precious metals and the S&P and a low risk way to get involved in a possible recovery in stocks.
Not every stock deserves to be sold as if it is going out of business.
Most of the media's attention is on the presidential race. However, that isn't what has been moving the bond market in recent weeks.
What's most interesting about this action is that it's mostly index driven.
Buckle up and play stout defense, but this too shall pass.
The 'work from home' or 'economic lockdown' trade is close to being back on.
No matter who comes out as winner, this election setup will likely look different than it did in 2016.
This is going to be a tough week to do much, unless you are trading very short term or reacting to some earnings reports.