Strategic Intelligence October 13th Portfolio Update
Investors are in a bullish mood yet again, despite what’s likely to be a contentious and dramatic U.S. election only three weeks away. We expect to see high market volatility heading into November elections, and probably well beyond Election Day. Both U.S. political parties support massive budget deficits in the post-coronavirus world, but they do have different budgetary and regulatory priorities. These different priorities could affect many stocks in the portfolio. For now, read on as Dan gives guidance on all the open positions, including one sell alert that was issued this week.