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We can't imagine being more confused than we are now when it comes to how financial markets are responding to the news. There is significant and widespread unemployment, there could be a higher corporate tax rate if Joe Biden is elected in November as polls currently suggest, there is social unrest unseen at this scale since the 1960s, and we haven't even talked about what's going on outside the U.S. Based on the market's recent move upward, many market participants seemingly believe that the economy is in the process of