Long positioning in US Equity Futures Hiting Record Highs, Where is the fear?
Long positioning in US equity futures is currently sitting at new record nominal highs. Less than 30 days before an election, with $VIX > 21. Where is the fear?
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$Lockheed Martin(LMT)$ is likely to see upside regardless of the election. A Harris win could boost defense spending for global stability, while a Trump win may prioritize military modernization. Rising geopolitical tensions will drive demand either way - and congress agrees.
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$UnitedHealth(UNH)$ looks like a solid pick in a Harris presidency... Kamala Harris aims to expand health care access, putting UnitedHealth Group in a prime position. With her focus on improving affordability and services, $UNH could see strong growth from government initiatives.
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