Category Archives: All

I Can (a little more) See Clearly Now

Summary: We know a lot more today than we did three months ago. We know the occupants of the White House and Congress. We know which policies are likely to become law; and we know roughly when we will be … Continue reading

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Investment Strategy Part 2: Election Outlook and Implications

Summary: We don’t have to wait long for clarity on the election. At this point Biden is heavily favored to win and the Democrats have a high probability of taking the Senate. Congress will pass his tax plan, which sharply … Continue reading

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