What you're not hearing about why stocks are making new highs (hint: it's the election!)

Monday, February 10, 2020
Donald L. Luskin

Looks like Trump will get to run against either a popular radical or an unpopular moderate.

Update to Strategic View

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2020 Outlook: After a Near-Miss Recession, It’s the Election
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It’s a real risk. Even the moderate Democrats want a tax hike that will crush earnings.