If Obama is elected, you better watch your back in anything related to oil as the market
will get jittery with all of those names.

Commodities and War

Must concur with Ryan ... to a point. Aside from a sector or two, most of the market will
continue on as if there were no election. Everything comes back to earnings, and the
president can't affect everything. ...

However, a fiscally knowledgeable president could lower the national debt without killing
GDP growth, thus improving the strength of the dollar. A knucklehead like the one we have
now could kill the dollar by maintaining the status quo (or worse), making it less
appealing as the world currency for oil.
Is Obama that guy? Sadly, I don't think Obama knows much of anything. He goes around and
makes his speeches, while the people standing behind him make all the decisions. He is a
lot like Bush 43.

i see him rising in popularity...cause that's what the media keeps saying...start asking
people on the street and see what answer you really get.

no matter who is elected--not just now, but in any election--if the street sells it off,
buy that dip.

they sold off Linocln, FDR, JFK. aside from the fact that most historians consider the
first two to be the best two presidents ever, each time also marketed the bottom for those
decades.

there is no correlation between parties and stock market performance, nor is there with
tax policy (if you disbelieve me, i challenge you to do the work and prove me wrong).

certain sectors might do well under McCain and niot Obama (and vise versa) but in
aggregate there is no fundamental difference.

DOG should do well.

What about the dims not lifting the ban on drilling oil?

Biotech will do well because the stem cell research ban will get lifted.

That is correct.