There are a myriad of factors that go into a recipe for an election victory. Some are expected and understood, some are unexpected and only make sense after the fact. The U.S. election of 2016 is the best example of that. In an effort to gauge Donald Trump’s and Joe Biden’s paths to possible victory in early November and what it may mean for investors, John O’Connell and I examine the state of the race and several of the factors that are currently being stirred in a jumbled stew of uncertainty.

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