Stock market will not do well in October based on historical precedence. Another 10-20% drop is possible.I think a two things are at play both related to rank media bias distorting their judgment as it often does. First, they think they have a major candidate advantage. Overall, they probably do have an advantage, but they overestimate it because the media always gushes over their candidates. For example, they thought Fetterman was great. They think he can win with blue collar voters because of his appearance and gruff style, but he actually comes across as weird and contrived (because he's actually a phony). Furthermore, if you're that hard left on social issues, you're not going to relate to blue collar voters even if you look the part. Same for Mandela Barnes in Wisconsin. Progressive media types think he's awesome, but can he really unseat an incumbent in a swing state? Very unlikely. In those states, the pre-2022 Tim Ryan should have been what they were looking for - a solid labor record but socially moderate and not quick to echo woke verbiage. If they had, Johnson would be in trouble, and Oz would have almost no chance.
Second, they are clearly banking on any sort of doubt on the '20 election to be toxic and a clear deal breaker to most voters - again, because to the media, it is a massive litmus test. If you sniff or blink your eyes a little off before you say Joe Biden was legitimately elected, the media will call you an election denier and smear you with January 6 rioters. I don't think voters will do that as easily.
I also think Democrats created a vulnerability by supporting many of these candidates in the primary because of overconfidence. For example, I don't think Boulduc has a chance in NH, but if Hassan tries to throw the '20 election at him, he has a pretty good retort if he's sharp enough to use it. "Senator, your party had no problem with my comments on the election when they helped me win my primary.". Anytime a Democrat brings that up, I'd massively throw that at them and argue that it's a diversion to avoid responsibility for their atrocious record on inflation, the border, and crackpot social agenda.