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STRATEGY: Marketing ending the tumultuous election weeks on a good note...
Today (Thursday) is D+2 after 2020 election day, and markets are ending this week on a very good note.  Equity markets have continued the rally that started on 10/30/2020 (see below) and we are nearing the September 2020 highs.  

- given the outcome of the 2020 election is still undecided, I consider this a huge, huge win!

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Source: Bloomberg


We have written exhaustively about why the "epicenter stocks" (aka cyclical tilt) post-election day was the most logical (both under a Biden and a Trump win, and even contested). But consider the timeline shown below:

- into YE, rollover Europe COVID + fiscal stimulus = epicenter leads
- into 2021, vaccines/therapeutics + US COVID-19 wave 3 ending = epicenter leads

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Source: tireless Ken

Thus, we think epicenter stocks still make the most sense into YE.


STOCK LISTS: BIDEN VS TRUMP

23 “Biden White House” Stock ideas (*)

Tickers: GRMN, UEIC, AAN, RH, BKNG, EXPE, HOG, NEM, RGLD, JOE, PSB, WRE, JBGS, OPI, AIV, CPT, SAM, WBA, CCRN, CVS, AVNS, VIVO, LMNX

The video in this report is only accessible to members
The video in this report is only accessible to members
(*) Please note that the stocks in the list above meet the requirements of our investment theme as of the publication d...

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