October 20, 2000

The election is fast approaching and many in the financial community are developing alternative portfolio strategies to suit either election result. Through careful analysis of each candidate’s economic programs, one can surmise the economic environment likely to prevail under either Gore or Bush. Based on the candidates economic programs and historical relations between the economic environment and the relative performance of various asset classes, one can surmise the outlook for value-growth and for large- small capitalization stocks.

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