The sectors and major moves look in favor of Biden.
The overall, stock market move look to favor the incumbent.
Very interesting composition going into election night.
Peter Pham presents Vision 20/20.
A guide for investors to fully understand where we are, how we got here, and where we are heading. Using historical, cultural, financial, political, and pragmatic perspectives to offer a panoramic view of opportunities from November 2020 going forwards.
Election Playbook in Biden Win Scenario..
1) Short Oil and Nat Gas
2) Long Renewables
3) Short Dollar against Majors
4) Long China
5) Short Domestic Brick and Mortar Retail
This presentation was made at the Mining Investment Asia conference on 3rd November 2020.
