COVID-19 UPDATE: Would there even be a 10% difference in your portfolio depending upon a Biden vs Trump win?

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STRATEGY: At least 90% of portfolio strategy would be identical under either winWe did a number of Zoom calls yesterday and the two biggest topics most frequently discussed are:- what is our strategy view post-election --> we think it is largely identical Biden vs Trump (see below)- what does the economy look like in 2021 --> a function of when the virus is largely behind us --> Summer 2021 (see below)We received a lot of backlashes yesterday over our comments regarding the outbreak at the White House.  Many clients construed our view that the virus is more the issue than White House policy as "revealing my Trump bias" -- over the past few months, we received similar comments from prior pieces suggesting my "liberal and left bias was obvious."  Suffice it to say, there are times when our views might clash with someone's intuitive sense, or even broader common sense, but this does not mean I am a diehard supporter of one party or another.I am a supporter of mask use, but I don't think the White House breakout is a mask issue.  Let's think about this for a moment:If the Rose Garden event took place with the same group, but everyone was wearing masks, do we know that there would be zero case...

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