Oh, ladies. Ladies and gentlemen, welcome back to the Schaefer's market mashup.

It is just me today.

I don't have any distinguished cool genius guests from Cebo Global

markets this week. I am Jason de Rulu riding solo. Do not fret. I've got a lot of fun people coming on in the future though

So you'll just have to deal with me for one week. Okay, cool

We've got a ton to talk about so let's jump right into it. It is

Wednesday, the market just closed and there is no second round COVID-19 stimulus yet.

Gridlock in Washington, D.C.

continues to grind into the election.

If I'm a betting man, I'm betting on nothing getting passed until after November 3rd.

You truly hate to see it because it's so desperately needed for the American people, but there is unfortunately

too much at stake between Democrats and Republicans to concede anything. The optics are just so monumental and too important for either side.

You don't want to come across as giving in to anything. It's basically like the world's most frustrating staring contest or just a game of chicken that lasts way too long and is going to result in the head-on collision.

One thing's for sure if something does happen, expect investors to react favorably to it.

You have dozens of economic experts out there from all different sides of the aisle clamoring for something.

Anything. Cash, weekly checks. IOUs from dumb and dumber.

Something. When that happens I think markets will react

favorably you saw just today treasury secretary Steve Munchen around

midday says he does not see a stimulus package being passed by

election day and right after that the Dow traded at its session lows soversely, hopefully when something does happen, it's a nice little

bump for the stock market. You know what markets also don't favorably react to tweet storms, especially tweet storms from our commander-in-chief.

The Washington Post recently ran a fascinating tone about Trump's Twitter presidency, essentially highlighting his nine most impactful tweets.

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