ByWhitney Tilson
Prepare Your Portfolio Now for Certain Sectors to Skyrocket
Usually, the presidential election is the big news driver of the year. Of course, 2020 headlines have been all about COVID-19. A global pandemic is one of the few things that can overshadow a U.S. presidential election. But investors can’t afford to overlook the election. It will impact your livelihood, your retirement savings, and your portfolio... especially if it plays out like I think it will. Now, I’m not basing my prediction on any personal political bias or what I personally want to happen. Politics are touchy, especially these days. There are a lot of strong opinions on both sides of the proverbial aisle. That can make emotions boil over, tempers flare up, and widen the political divide.
So with this analysis, I’m operating from the hard data that I have access to. Based on that information, I’m looking at the “writing on the wall.” My job is to look at what’s happening in the world and figure out how to either profit from it or protect your portfolio from it. That doesn’t require me to have a personal opinion... But it does require me to be aware of what seems inevitable and to react appropriately to it. So please, if you’re invested in your chosen candidate and you don’t like my prediction, don’t shoot the messenger. But keep in mind... Elections have enormous economic consequences, and November’s election is going to have tremendous implications for the market. You cannot be blind to the possibility that your favored candidate (whichever side that may be) will lose. You must be prepared .
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American Consequences LANDSLIDE 33
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