$SPY $DJIA $QQQ -no stimulus deal prior to election is likely already priced -Biden presidency is the likely Wall Street trade. capital gains and taxes (remember how Obama’s cabinet was stacked with former Goldman employees) would be a small matter compared to a second larger stimulus, possibly sometime in January. Blue wave would secure a larger stimulus and Wall Street would be happy -red wave or trump presidency would be the surprise and likely cause a huge sell-off. The street and Fed would not like the idea of a smaller stimulus package or no stimulus. -
  • 4
4 Likes