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The Debt Ceiling Drama
The last election came down to six states, Arizona, Nevada, Georgia, Wisconsin, Pennsylvania, Michigan. My expectation is it'll come down to those states again. I'm definitely more bullish on Michigan than I was at the beginning of 2020 and probably Pennsylvania too. But I still think they are going to be fiercely contested. If you did Donald Trump versus a generic Democratic nominee, I bet you'd get same numbers or a bigger margin for the Democrat.