Insanity…

For Biden this is a medical decision, not a political decision. Yes, he has turned around a lot of things that had been going the wrong direction in the country and his experience is invaluable.

However, debating when you are over 80 is insane, especially against another older candidate who makes up everything and does not need to recall anything.

The Macroeconomic model I watch is showing so many cross-currents that I am moving my stock market direction to neutral until the political winds settle.

I am watching bonds closely as they are the one thing I could see getting involved, especially if TLT Bond ETF takes out the recent high of 94.84.