Recap:
-The entire global economy will have ups and downs re-opening. It will start from a province/state level followed by a country level.
-The market bottom or stop loss is in place.
-Up to the election markets will provide opportunities to long.
-Post election, lack share-buybacks and defaults will immerse intense pressure on markets.
Action:
-Investments and trades designed to grow in this new economy will be the key positions.
-Positions can and must be reduced by the election.
-In Nov and Dec, we will move to the lowest levels of the risk curve.
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