I would not assume the election alone will determine market direction. With valuations elevated and Treasury yields high, I will pay closer attention to earnings, inflation and interest rates. Political headlines may create short-term volatility, but strong fundamentals should matter more over the longer term.
Personally, I will focus on companies I understand rather than predict every election headline. I would rather use meaningful pullbacks to reassess and selectively add than chase the market because of an election result. 🐯📈
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