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| Assuming Biden is inaugurated on Jan 20, he will shut the country down hard if Covid cases are still rising. There will most likely be trillions in stimulus coming. Massisve , massive debt will occur. Not sure how this affects commodities. Crude should take a hit. Wouldn't be surprised if the system collapsed before his term expires. Debt is okay if you have growth. Our growth will be anemic going forward
due to Covid , higher taxes and minimal investment. Not sure how to position for this just yet. Minimal debt prolly be a good start.
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Macro trend thinking
