There is a Time to be Quiet

Baring a steal by the Supreme Court, where everything that we know comes unglued, the election is essentially over. So the market needs to do some digesting. My positions are in place, I will now just watch, this is a time to focus on some deep research into strategies for the coming year.

At the moment the two main drivers are the stimulus and COVID-19. COVID case numbers are about to increase exponentially, Question for the market will be deaths per day. If therapeutics become widely available maybe deaths will not scare people. Its a big if.

As to the Stimulus, I don’t expect McConnell to back off, and if he should lose on Nov 3, which is not impossible, nothing will happen on Stimulus until after the inauguration.

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