Latest ideas and analyses related to US election 2020

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US Macro , Information Technology , Health Care , Industrials , Materials

+30 pts



Goldman says a vaccine is a more important development than Biden's policies, recommends buying secular growth (IT, Healthcare) and value (industrials, materials)

By ethonomics on Nov. 11, 2020, 12:04 p.m.
Tagged topics: post-COVID , US election 2020 , vaccine

Views: 92, Votes: 4, Responses: 0, Attachments: 35
US Macro

+32 pts



Goldman now sees rising odds of a "skinny" fiscal stimulus passage in December

By puckerman17 on Nov. 8, 2020, 4:06 p.m.
Tagged topics: analyst checks , US election 2020 , fiscal stimulus

Views: 55, Votes: 2, Responses: 0, Attachments: 3
US Macro

+30 pts



Barclays sees room for yields to decline further given lower probability of a Blue Wave

By josiebe on Nov. 4, 2020, 11:58 a.m.
Tagged topics: US election 2020 , fiscal stimulus , Blue Wave , interest rates

Views: 74, Votes: 1, Responses: 0, Attachments: 4
US Macro

+30 pts



Goldman says there is a good chance the presidential election outcome will be clear on election night

By josiebe on Nov. 3, 2020, 9:59 a.m.
Tagged topics: US election 2020 , electoral college , Trump vs. Biden

Views: 68, Votes: 1, Responses: 0, Attachments: 10
US Macro

+30 pts



Goldman says prediction markets suggest Biden win less certain than what polling averages indicate

By phenphen on Nov. 2, 2020, 12:49 a.m.
Tagged topics: US election 2020 , prediction markets , polling averages

Views: 74, Votes: 1, Responses: 0, Attachments: 9
TCS , GO , JACK , SAM , SFM , WING , BJ , OLLI , SEAS , DKS , JWN , ROST , KSS , AAP

+34 pts



Goldman lists consumer stocks most at risk from a Biden government

By mooreideas on Aug. 13, 2020, 11:08 a.m.
Tagged topics: analyst checks , US election 2020 , tax increases

Views: 100, Votes: 2, Responses: 0, Attachments: 8
UBER , LYFT

+30 pts



Morgan Stanley - Why Election Day Is Important for $UBER and $LYFT

By phenphen on July 14, 2020, 10:56 a.m.
Tagged topics: ride share , Prop 22 , US election 2020

Views: 113, Votes: 2, Responses: 0, Attachments: 6