San Diego Housing Market News and Analysis
Investment positioning for Dem Sweep and Super-Stimulus
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Submitted by gzz on October 20, 2020 - 10:24am
PredictIt tends to have a GOP bias and has a 57% chance of a "clean sweep."
538 has 3 models and says it is more like 75-80%.
The first big thing that will happen in this more likely than not scenario will be a giant stimulus, probably at least $2.5 trillion.
More checks to everyone, more boosted unemployment, more firehoses of federal money directed at the medical system and state and local governments.
I am already ultra long by virtue of having leveraged real estate investments and being net long the stock market.
Should I go in more? Get S&P calls? Any equities that will benefit from some renewed inflation?
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