I’d like to stroll directly into a place where angels fear to tread, which is speculation regarding the forthcoming election. If you don’t like political discourse, just skip it and tune in when we start the trading day tomorrow morning.

Allow me to preface this with two important facts. First, I’ve had a lifelong interest in politics. I have zero interest in sports, the Superbowl, March Madness, the Grammys, or any of that other stuff. However, I find U.S. elections absolutely riveting, and I’m already excited about this one, particularly since it is bound to be the craziest and potentially most consequential election of our lifetimes.