COVID-19 UPDATE: COVID-19 cases rising linearly, not exponentially --> tentatively a good thing. The more we churn, the greater the post-election rally.

Click HERE to access the FSInsight COVID-19 Daily Chartbook.

HEADS UP: There will be no updates Friday and no updates next Monday. I will be getting surgery to repair my ACL on 10/22 and will be recovering on those dates. STRATEGY: Markets implying fiscal deal a "binary event" but it is "when not if"The more we churn, the larger the post-election rally...One of the top market rules for me, maybe even "rule #1," is never to try to impose my views on the markets.  And it is perha...

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