COVID-19 UPDATE: Florida is 12 days into "no restrictions" and daily cases and positivity rates BOTH trending lower

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

STRATEGY: The markets prefer stimulus now, naturallyEquity markets saw a painful reversal yesterday, as the White House announced that any fiscal stimulus is set to happen after the election day.  This was a surprising negative development since nearly everybody in Washington agrees fiscal stimulus is not only important at this juncture, but the timing was also crucial.  However, it seems that the chasm between what D...

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