Presidential Elections

Probably contested election.

Trump wins: 4 more years of this.


Biden wins: 
  • Clean energy: silver higher on EV, solar demand
  • China deals: buy Chinese stocks
  • Oil sector bust, net energy thermodynamic collapse
  • Tax corporations: stocks under pressure, lower GDP
  • Universal basic income: consumer inflation
  • More stimulus: consumer inflation
  • USD crashing on higher debt

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