With the presidential election only 11 days away, we’ve been having many conversations within our community about how to position portfolios in anticipation of one result or the other. Many articles have been written, like this one, showing the historical effects of the presidential election outcome on the stock market.
But, as the saying goes, correlation does not imply causation. So how much of an effect will this election have on the market? Can we really make money if we position things “right”? And is it wise to even try? Brian and Kurt discuss what really matters in today’s market and where there may be opportunities on the horizon.