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The Midterms Are Over. What Do the Results Mean for Investors?
Washington shifted decisively. A sound investment plan does not need to.
In the Nov. 3 midterm elections, Democrats won majorities in both the House and Senate, a larger shift than most expected. The market reaction has been volatile rather than uniformly positive. Stock futures fell sharply on election night, then the S&P 500 gained about 1.6% the next day. By Thursday, technology was lagging again. Beneath the surface, dispersion was unusual: on Wednesday, 50 stocks in the S&P 1500 fell more than 10% while 44 rose more than 10%.
The election did not change whether investors should own stocks. It changed which risks the market is assigning to different parts of the economy. Here is what we are watching. more
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