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And The Survey Says: If Obama, Sell Stocks; If Romney, Sell Bonds

Tyler Durden's picture





 

The US elections have the potential to have a significant impact on US equities and rates markets, according to a recent survey by Barclays Research. Investors seem to believe in a more promising growth outlook under a Romney win, in spite of their concerns about a likely tighter monetary policy stance. They favor long equities and short bond portfolios as the best way to express a Romney win. Under an Obama win, investors favor bonds and are divided about the direction of equities, but would choose bonds and equities over FX and commodities to express this scenario. Obama’s victory would likely be perceived as preserving the status quo (asset market moves are expected to be muted across the board), while a Romney win is more likely to suggest a change of direction to clients by way of a better growth outlook. Congressional deadlock remains the biggest economic/policy concern no matter who wins.

 

Congressional Deadlock remains the largest concern...

 

Stocks Flat to Down under Obama; Small to Substantial up under Romney...

 

And under Romney, Bonds To Sell-off...

 

Charts: Barclays

 


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Tue, 10/30/2012 - 13:38 | Link to Comment SilverTree
SilverTree's picture

What should I do with my silver and Gold?

Tue, 10/30/2012 - 13:42 | Link to Comment Comay Mierda
Comay Mierda's picture

give it to me

Tue, 10/30/2012 - 14:04 | Link to Comment redpill
redpill's picture

Does it matter what color your parachute is if it has a big hole in it?

Tue, 10/30/2012 - 13:48 | Link to Comment Gully Foyle
Gully Foyle's picture

Voting for either would be the equivalent of selling ones soul.

Tue, 10/30/2012 - 13:49 | Link to Comment Gully Foyle
Gully Foyle's picture

SilverTree

Well, you know Rudolf has this friend....

Tue, 10/30/2012 - 14:02 | Link to Comment SilverTree
Tue, 10/30/2012 - 13:49 | Link to Comment Skateboarder
Skateboarder's picture

Didn't it sink to the depths of the mariana trench?

Tue, 10/30/2012 - 14:29 | Link to Comment Sweet Chicken
Sweet Chicken's picture

Don't you mean smoked at the marijuana prop desk?!

Tue, 10/30/2012 - 14:04 | Link to Comment dugorama
dugorama's picture

This has been the same prez investment "outlook" since Reagan.  Regardless of how stupidly the policies look for long term growth, we always interpret a R win as bullish and a D as bearish.  Regardless.  Doesn't matter if Reagan's budget was obviously going to explode defiicits, we bid the Dow to new records in his first 3 months.  etc.  the more things change....

Tue, 10/30/2012 - 13:40 | Link to Comment Mr Lennon Hendrix
Mr Lennon Hendrix's picture

Obama win = King Dollar?

LOL!

Romney must yell loud noises at China to revalue the Yuan, which if it moves up will devalue the dollar and in turn send assets and goods higher, but Obama will enforce the same policy if only more slowly.

Tue, 10/30/2012 - 13:40 | Link to Comment lolmao500
lolmao500's picture

What a lot of bull... both are bad for stocks and bonds. An election doesn't change maths.

Tue, 10/30/2012 - 13:42 | Link to Comment Mr Lennon Hendrix
Mr Lennon Hendrix's picture

What is a stock and a bond denominated in? 

The dollar is the most worthless instrument of finance ever created.

Tue, 10/30/2012 - 13:57 | Link to Comment Mr Lennon Hendrix
Mr Lennon Hendrix's picture

That was possibly the worst article I have ever tried to read.

Tue, 10/30/2012 - 14:13 | Link to Comment Gully Foyle
Gully Foyle's picture

Mr Lennon Hendrix

Fuck dude you are having a hard time comprehending shit today. Is it a tumor?

Drying out after a three week drunk?

Maybe Syphilis. That's what got Capone in the end.

I think he made the same complaints as you are.

Tue, 10/30/2012 - 14:34 | Link to Comment Mr Lennon Hendrix
Mr Lennon Hendrix's picture

Learn the definitions of "money" before you post any of this tripe please.

Tue, 10/30/2012 - 14:54 | Link to Comment Lore
Lore's picture

Nicole Foss, like many others, distinguishes herself by using words in slightly different ways. She argues semantics. "Hyperinflation cannot happen" has more to do with her specific context and application of definition than with the general ability of something resembling hyperinflation symptomatically to manifest in the world.

I prefer a simpler, pragmatic approach to understanding economics: IF NOBODY WANTS SOMETHING, THEN IT'S WORTHLESS, and no amount of coercion can change that.

Banksters revel in confusion about the fundamentals of value. It's the only thing that keeps the public from storming their establishments with torches and pitchforks.

Tue, 10/30/2012 - 13:59 | Link to Comment Bay of Pigs
Bay of Pigs's picture

Yeah, some of Raul Ilargi Meijers trolls have been spamming that shit link here lately.

It's pure rubbish.

Tue, 10/30/2012 - 14:04 | Link to Comment Dr. Engali
Dr. Engali's picture

Was there an argument some place in that article? It read like jibberish to me.

Tue, 10/30/2012 - 14:20 | Link to Comment kralizec
kralizec's picture

I dunno, dollar craps itself and a new host is sought to leech off of...

Tue, 10/30/2012 - 15:03 | Link to Comment Ham-bone
Ham-bone's picture

Simply put - Asia, Brazil, exporters all need a strong dollar, strong Euro...and weak local currencies.

US needs a weak dollar and inflation.

US and Europe are creating massive debt...Fed, ECB, + Japan and others buying as much debt as possible...We expect it will make our currency weaker...they expect it will make our currency stronger (via reletive debasing of their currency)...Hendry's paradox?

However, the Fed's massive QE not allowing export nations to buy adequate dollars for their debasement relative to dollar will ultimately drive Yen, Yuan, Rial, Euro higher and dollar down (to all exporters and US corporations destruction???).  So, if Romney is against QE then he is actually pro corporation and pro China???  If Romney were truly anti China, he would double down on Obama's plan which was a double down on Bush's plan to QE them until dollar weakness causes true Yuan appreciation and stop their exports...turns up US exports and melts away all the unfunded liabilities???

Definite global hyperventilation and possible hyperinflation

Tue, 10/30/2012 - 14:43 | Link to Comment northerngirl
northerngirl's picture

Just wait, the fun has only begun.  China has already started moving away from the dollar.  I wonder if that means they will expect repayment of all that money we owe them in Natural Resources? 

Tue, 10/30/2012 - 15:11 | Link to Comment Ham-bone
Ham-bone's picture

China's large gold purchasing program and relative equilibrium of T purchases should be causing Yuan to rapidly appreciate relative to the dollar and the Euro...thoughts why this isn't happening????

Tue, 10/30/2012 - 15:36 | Link to Comment Bay of Pigs
Bay of Pigs's picture

China's total reserves in gold are barely 2% yet. That's why.

Tue, 10/30/2012 - 16:09 | Link to Comment Ham-bone
Ham-bone's picture

2% of what?  GDP?  China likely has 2k tons of gold already and adding at 500+ tons annually - Germany has 4k and USA supposedly 8k tons and neither is adding...as a percentage of GDP China will soon become the "soundest" of the big fiats

Tue, 10/30/2012 - 16:35 | Link to Comment Bay of Pigs
Bay of Pigs's picture

Official TOTAL RESERVES in GOLD are 2%

Go look it up....actually 1.7% I believe

Tue, 10/30/2012 - 16:08 | Link to Comment Ham-bone
Ham-bone's picture

dup

Tue, 10/30/2012 - 22:21 | Link to Comment LMAOLORI
LMAOLORI's picture

 

 

Actually

The exchange rate of the yuan hit a 19-year high as it traded at 6.2417 yuan per dollar. 

http://uschina.usc.edu/w_usci/showarticle.aspx?articleID=18441&AspxAutoDetectCookieSupport=1

Mon, 11/05/2012 - 23:41 | Link to Comment _Mr.L-HRecruit_
_Mr.L-HRecruit_'s picture

Tell'em Jimmy-John!   ;)

Tue, 10/30/2012 - 13:45 | Link to Comment Manthong
Manthong's picture

If Lenin, you’re screwed; if Romanov, you’re screwed.

Tue, 10/30/2012 - 14:16 | Link to Comment malikai
malikai's picture

Ivan would sort this out.

Tue, 10/30/2012 - 13:40 | Link to Comment Dr. Gonzo
Dr. Gonzo's picture

I don't own stocks or bonds so I guess I win.

Tue, 10/30/2012 - 13:41 | Link to Comment Dr. Richard Head
Dr. Richard Head's picture

Obama win? - long silver, gold, and lead due to $1T+ annual budget deficits.

Romney win? - long silver, gold, and lead due to $1T+ annual budget deficits.

Any questions?

Tue, 10/30/2012 - 13:46 | Link to Comment KidHorn
KidHorn's picture

But Romey said he would balance the budget through tax cuts. Are you saying he's a liar?

Tue, 10/30/2012 - 13:49 | Link to Comment TPTB_r_TBTF
TPTB_r_TBTF's picture

read his lips

Tue, 10/30/2012 - 13:43 | Link to Comment Comay Mierda
Comay Mierda's picture

lol look at all these clowns that actually think there will be a DIFFERENCE between big gubmint guy A and big gubmint guy B

Tue, 10/30/2012 - 13:48 | Link to Comment KidHorn
KidHorn's picture

The only differece I can see is if Obama wins, we'll probably go to war with Iran. if Romney wins, we'll definately be going to war with Iran. They're 4 years closer after all.

Tue, 10/30/2012 - 13:44 | Link to Comment chunkylover42
chunkylover42's picture

if it's Obamney, sell stocks and bonds and buy gold

Tue, 10/30/2012 - 13:56 | Link to Comment Gully Foyle
Gully Foyle's picture

chunkylover42

Riddle me this; If the US collapses who the fuck will you be trading Gold with?

Rappers? Crazed isolationist Preppers? ZH fanboys?

Gold is a legal currency in Utah, how is that working out?

Do you think every Seven Eleven has a small scale on the counter for your Slurpee and Dorito gold exchange?

I think it was War Nerd who pointed out that gold is only useful for any type of trade if there is a government standard to use for value.

You think you won't wind paying a gold bar for an Apple?




Tue, 10/30/2012 - 14:03 | Link to Comment Mr Lennon Hendrix
Mr Lennon Hendrix's picture

These are the worst arguements I have ever read.

Tue, 10/30/2012 - 14:13 | Link to Comment Dr. Engali
Dr. Engali's picture

You have to consider the source. Gully makes about as much sense as AnAnoyningpuss.

Tue, 10/30/2012 - 14:22 | Link to Comment kralizec
kralizec's picture

I am entertained though...  ;)

Tue, 10/30/2012 - 15:06 | Link to Comment Lore
Lore's picture

Gully: 

Value is a decision between a buyer and a seller. It needs no "government" OR "central bank."

For practice, you might visit some Christmas craft and bake sales.

Tue, 10/30/2012 - 14:04 | Link to Comment GubbermintWorker
GubbermintWorker's picture

Riddle me this....If the US collapses who the fuck are you going to be trading those fiat dollars with? WHo in the fuck would want them?

Tue, 10/30/2012 - 14:11 | Link to Comment Gully Foyle
Gully Foyle's picture

GubbermintWorker

Again not the point.

Gold is presently valued in "Fiat Dollars".

Remove that standard and what is Gold valued at?

Take some time and find a letter from a Bosnian war survivor. He claimed the nearest strongest currency was much more useful than gold or silver.

In the case of the US would that be the Canadian dollar or the Peso?

As I have already stated Utah accepts gold and silver as currency. Do you see a mad rush to move there and live on a gold standard? Do you see this love of metals reflected in local establishments?



Tue, 10/30/2012 - 14:26 | Link to Comment GubbermintWorker
GubbermintWorker's picture

If the US collapses I'll probably be trading lead long before gold and silver.

Tue, 10/30/2012 - 14:27 | Link to Comment edifice
edifice's picture

Too complex an argument. It's a simple matter of pondering these questions:

Would I rather store my money under a digital mattress (savings account) and lose to inflation?

or

Would I rather store my money under my own mattress in the form of something tangible, that is hedging against inflation?

Tue, 10/30/2012 - 14:30 | Link to Comment Dr. Engali
Dr. Engali's picture

Hey Gully..holding gold is not about trading with it. Holding gold is for the transfer of wealth when the dollar collapses at worst..or devalued at best. Either way gold will hold it's buying power where the existing fiat will not. When the new currency is issued it wwill have to be backed by something other than the full faith and credit of the  U.S government and military. That something  will probably be gold.

Tue, 10/30/2012 - 14:32 | Link to Comment GubbermintWorker
GubbermintWorker's picture

And...According to a study of 775 fiat currencies by DollarDaze.org, there is no historical precedence for a fiat currency that has succeeded in holding its value. Twenty percent failed through hyperinflation, 21% were destroyed by war, 12% destroyed by independence, 24% were monetarily reformed, and 23% are still in circulation approaching one of the other outcomes.

The average life expectancy for a fiat currency is 27 years, with the shortest life span being one month. Founded in 1694, the British pound Sterling is the oldest fiat currency in existence. At a ripe old age of 317 years it must be considered a highly successful fiat currency. However, success is relative. The British pound was defined as 12 ounces of silver, so it's worth less than 1/200 or 0.5% of its original value. In other words, the most successful long standing currency in existence has lost 99.5% of its value.

Given the undeniable track record of currencies, it is clear that on a long enough timeline the survival rate of all fiat currencies drops to zero.

 

http://georgewashington2.blogspot.com/2011/08/average-life-expectancy-fo...

Tue, 10/30/2012 - 14:32 | Link to Comment GubbermintWorker
GubbermintWorker's picture

And...According to a study of 775 fiat currencies by DollarDaze.org, there is no historical precedence for a fiat currency that has succeeded in holding its value. Twenty percent failed through hyperinflation, 21% were destroyed by war, 12% destroyed by independence, 24% were monetarily reformed, and 23% are still in circulation approaching one of the other outcomes.

The average life expectancy for a fiat currency is 27 years, with the shortest life span being one month. Founded in 1694, the British pound Sterling is the oldest fiat currency in existence. At a ripe old age of 317 years it must be considered a highly successful fiat currency. However, success is relative. The British pound was defined as 12 ounces of silver, so it's worth less than 1/200 or 0.5% of its original value. In other words, the most successful long standing currency in existence has lost 99.5% of its value.

Given the undeniable track record of currencies, it is clear that on a long enough timeline the survival rate of all fiat currencies drops to zero.

 

http://georgewashington2.blogspot.com/2011/08/average-life-expectancy-fo...

Tue, 10/30/2012 - 14:09 | Link to Comment chunkylover42
chunkylover42's picture

Gully Foyle:

Riddle me this: are familiar with satire?  I would have the word "Obamney" up there would have clued you in since there no individual by that name running for President, but I guess not.  That said, I am no gold bug and don't believe the collapse of Western civilization is upon us, but I'll answer your stupid fucking questions:

I'll trade gold with others who have it or others who want it and have something that I desire.  If they are rappers, crazed isolationist preppers or ZH fanboys, so much the better (I love a diverse group).

I have no idea how gold is doing as a legal currency in Utah, but probably not well since our financial system is still functioning (it's sick but it ain't dead).  Paper money is a bit more convenient than bars.

So far I have not seen any 7-11 with a scale, which doesn't matter because I don't transact anything in gold these days.  Paper money, while admittedly being debased by the second, works fine, thank you.

Depends on what you mean by "Apple".  The Granny Smith kind or the Steve Jobs kind?

 

Tue, 10/30/2012 - 14:16 | Link to Comment Gully Foyle
Gully Foyle's picture

chunkylover42

That wasn't satire.

Or maybe you just had it explained incorrectly.

Next time try to meet any of the criteria enumerated below.

https://en.wikipedia.org/wiki/Satire

 

Satire is a genre of literature, and sometimes graphic and performing arts, in which vices, follies, abuses, and shortcomings are held up to ridicule, ideally with the intent of shaming individuals, and society itself, into improvement.[1] Although satire is usually meant to be funny, its greater purpose is often constructive social criticism, using wit as a weapon.

A common feature of satire is strong irony or sarcasm—"in satire, irony is militant"[2]—but parody, burlesque, exaggeration, juxtaposition, comparison, analogy, and double entendre are all frequently used in satirical speech and writing. This "militant" irony or sarcasm often professes to approve of (or at least accept as natural) the very things the satirist wishes to attack.

Tue, 10/30/2012 - 14:42 | Link to Comment chunkylover42
chunkylover42's picture

actually, it was satire.  look more closely.

but if that's too hard for you, it was a joke.  laugh a little, k?

Wed, 10/31/2012 - 02:09 | Link to Comment DeltaCharlie
DeltaCharlie's picture

You think you won't wind paying a gold bar for an Apple?.... Nor will anyone else when an Apple costs $2,000,000! But with gold, I can change 1 oz for paper to buy an apple no matter what the price!

Tue, 10/30/2012 - 13:45 | Link to Comment President Palin
President Palin's picture

No matter the outcome of the US "election":

.

- Wall St. "wins"

- America "loses"

It is that simple.

Tue, 10/30/2012 - 13:45 | Link to Comment Lost Wages
Lost Wages's picture

Thank you for one more reminder that investors are morons.

Tue, 10/30/2012 - 13:45 | Link to Comment Bay of Pigs
Bay of Pigs's picture

Barclays? 

One day without Bankster election propaganda is too much to ask I guess.

Tue, 10/30/2012 - 13:46 | Link to Comment PUD
PUD's picture

I remain long Spanish dumpsters regardless of which shill wins.

Tue, 10/30/2012 - 13:49 | Link to Comment Trimmed Hedge
Trimmed Hedge's picture

Don't worry: Obama will be re-"elected"...

Tue, 10/30/2012 - 14:50 | Link to Comment northerngirl
northerngirl's picture

I think you are correct!

Tue, 10/30/2012 - 13:49 | Link to Comment A Lunatic
A Lunatic's picture

Either way, long drone strikes and body cavity searches............

Tue, 10/30/2012 - 13:55 | Link to Comment tooriskytoinvest
tooriskytoinvest's picture

Problems Keep Piling Up As Stock Market To Reopen Tomorrow

http://investmentwatchblog.com/the-problems-keep-piling-up-as-stock-market-to-reopen-tomorrow/

Hurricane Sandy's Damage Toll Poised to Top $20 Billion

http://www.moneynews.com/Headline/hurricane-sandy-storm-damage/2012/10/30/id/461997

Fuel Pool Crisis Narrowly Averted at Oyster Creek Nuclear Plant

http://www.washingtonsblog.com/2012/10/fuel-pool-crisis-averted-at-oyster-creek-nuclear-plant.html

 

Tue, 10/30/2012 - 13:57 | Link to Comment chet
chet's picture

I'm long cans (for kicking).

Tue, 10/30/2012 - 15:31 | Link to Comment DarthVaderMentor
DarthVaderMentor's picture

I'm long cans.....the gun silencer type....

Tue, 10/30/2012 - 13:57 | Link to Comment Ham-bone
Ham-bone's picture

Obama = no tax raise (congressional deadlock but no fiscal cliff), maintained spending = larger deficit

Romney = lower taxes (and tax revenue) and marginally lower spending = larger deficit

It's just a matter how we get there but the destination is the same.

Tue, 10/30/2012 - 15:21 | Link to Comment dracos_ghost
dracos_ghost's picture

Everyone is missing the "Grey Swan" that is poised to show it's beak.

Retirement age demographics are going to bite the stock,bond -- hell any asset market. Boomers are going to start retiring in droves and dumping all assets to pay for viagra and botox to maintain the "lifestyle" to which they've become accustomed. They've already burned most of the equity, if not all, in their homes. Only virtual ATM left is that pesky 401(k) or IRA.

It doesn't matter what Ivy League Ass-Clown is in office. Down is the new Up.

 

 

Tue, 10/30/2012 - 14:01 | Link to Comment Oldwood
Oldwood's picture

AS a small business person who has steadily watched his business slide for the past four years, I can say without hesitation that if Obama wins I'm winding it down. If Romney wins I will look at investing more into technology and marketing and I think many other small business people are looking at it the same way. I can't afford to bet what little i have left on a system that seems intent on managed decline. Obama may have been the candidate of hope to those who have little, but Romney is the candidate of hope for those who still have something to lose. I believe in a general way, that those who will vote for Obama cannot save the economy where as those who would vote for Romney still have cash that they can decide whether to spend or not. While reality has definitely left the room, perception rules, and the perception by those with the ability to spend from real assets and not debt, has shown they have no faith in Obama. He has lost what little confidence they ever had in him and he must go. You can love him, hate him or just not give a damn, but if the people who can make this economy go don't trust him, it is over. We cannot have a leader with this level of lost confidence by business and investor and survive. He must go.

Tue, 10/30/2012 - 14:40 | Link to Comment malikai
malikai's picture

Let me get this straight. You're a 'small business' owner and you think Romney's going to fix things?

Can't tell if troll or not..

Tue, 10/30/2012 - 17:32 | Link to Comment Oldwood
Oldwood's picture

I'm not saying he will fix anything. I'm saying that if enough people believe he will, then they will start spending money and we might actually see a bump. Obama is only going to create an even larger sucking sound as the few left with anything duck for cover. And given that there is probably no real fix that a politician can accomplish, a short bump is better than no bump and if i don't get a little bump pretty damn soon there won't be a business for me to languish over. I'm not sure what a troll is but if they build furniture then I guess I am one.

Tue, 10/30/2012 - 14:45 | Link to Comment Sweet Chicken
Sweet Chicken's picture

Ahhhhh reality left alright along with your reasoning skillz. 

"You can love him, hate him or just not give a damn, but if the people who can make this economy go don't trust him, it is over."

I take it math isn't a strong subject for you.

Tue, 10/30/2012 - 17:48 | Link to Comment Oldwood
Oldwood's picture

From your post it is difficult to determine what your "skillz" might be besides insults. I see no failure in reasoning or math to suggest that a country that has no trust in their leadership is doomed. And as you surely must know, reality has little to do with perception, as with your post.

Tue, 10/30/2012 - 14:02 | Link to Comment Silver Garbage Man
Silver Garbage Man's picture

If Romney wins buy gold and silver.
If Obama wins buy silver and gold.

Tue, 10/30/2012 - 14:05 | Link to Comment Dr. Engali
Dr. Engali's picture

Obama wins: Long beans, bullets, band aids, and PMs. Short the dollar

Romney wins: Ditto. 

Tue, 10/30/2012 - 14:09 | Link to Comment BLOTTO
BLOTTO's picture

If HEADS (Obama) - we lose

.

If TAILS (Mitt) - they win

.

The Game is rigged...we lose.

The Truth is rigged...we lose.

.

Our entire LIFE is rigged = we lose.

Tue, 10/30/2012 - 14:18 | Link to Comment Darkness
Darkness's picture

Cry me a river Blotto. 

Tue, 10/30/2012 - 15:23 | Link to Comment Ham-bone
Ham-bone's picture

Why a Romney victory can't be successful (we already know Obama can't be successful) -

If Romney slows or ends QE, dollar strengthens --> Yuan, Yen appreciate and hard landing goes to hard crash.  Corporations go into full meltdown as both earnings and margins collapse.

Romney's other option is to maintain current policy and kill us slowly.

If Romney cuts spending economy contracts...if Romney cuts taxes deficit blows out...if if if

There is a reason neither candidate has explained what they would do, because there is no way to win (maintain what is) this game (unless your name is Wall Street).

Tue, 10/30/2012 - 14:18 | Link to Comment Darkness
Darkness's picture

What this country needs are more unemployed politicians.

Tue, 10/30/2012 - 14:26 | Link to Comment firstdivision
firstdivision's picture

My survey say's: If Obama, sell paper assets, buy physical assets; If Romeny, sell paper assets, buy physical assets.

 

Tue, 10/30/2012 - 14:42 | Link to Comment silverserfer
silverserfer's picture

Romney's comment to fire Beernanke is worthless. It does noting to end the FED. In fact fiscal tightening as he proposes would only prolong their existance. His idea of rescuing the sinking ship is steering it right into a giant rock and crashing it.

Tue, 10/30/2012 - 14:56 | Link to Comment surf0766
surf0766's picture

Hold on. The Teleprompter is talking.  Is this where we discuss Libya?

Tue, 10/30/2012 - 15:15 | Link to Comment Lore
Lore's picture

THE ELECTION IS IRRELEVANT. It stops no-one and fixes nothing. It's ritual distraction. The snowball effect continues until the system breaks.

Tue, 10/30/2012 - 15:54 | Link to Comment ThisIsBob
ThisIsBob's picture

If I may speak on behalf of fast money everywhere:  "Better the devil you know..."

 

And, O is up 90 cents today on Intrade, presently trading at 63%

Tue, 10/30/2012 - 16:08 | Link to Comment loveyajimbo
loveyajimbo's picture

Osambo, buy gold... Mitt, buy oil (he will attack Iran within a month with Bibi his pal). 

 

The only thing I worry about is Mitt going into the tank for Goldman and JP Morgan and those other mega-corrupt ass-licks.  Neither him or the Kenyan have much to say about the #1 issue in America: CORRUPTION at all levels... political, corporate, defense, even the Supremes.

Tue, 10/30/2012 - 18:09 | Link to Comment WhiteNight123129
WhiteNight123129's picture

Have you considered the obvious?

How about a war with Iran, what would it do to Oil and Gold, what is the increase in probability if Romney wins?

The worst guy for Gold would have been Ron Paul. He would have done what the US did after 1866 with McCulloch that is a contraction and paper would start to rise against Gold until convertibility was restored. Cutting spending and cutting taxes has never been bad for any paper currency.

 

Tue, 10/30/2012 - 18:57 | Link to Comment XenOrbitalEnginE
XenOrbitalEnginE's picture

Poor Barclays Research can't be blamed for what:

Investors seem to believe

All sorts of people can believe things.  I believe things.  I believe in behaviors of people  They can't help it.

Other investors will be contrarian.  Still a third set will rip-off the contrarians in a "shrewd" judgement of how much they can pressure things with...etc etc.

The whole Graham-Dodd-Noodle Securities Analysis book calls a lot of people speculators and I guess Barclays can't detect what people really are, just what THEY BET will HAPPEN.

Stooges.

Tue, 10/30/2012 - 19:33 | Link to Comment Venerability
Venerability's picture

Obama win - especially now, with tons of REQUIRED infrastructure building - means stimulus out the kazoo pretty much forever.

It would be Ultra-Bullish for Gold and Silver and Bullish in general for Risk On currencies and sectors.

Romney win is being touted as Bullish only by the loud and bullying Extreme Supply Siders, who know very well that a push towards Austerity when we need it least is as Bearish for Markets as possible.

It's obnoxious at this point.

"Vote Our Way Or Else" - right out of an old-fashioned Western, with the Koch Brothers as Cameron Mitchell and Jack Palance. 

Wed, 10/31/2012 - 13:25 | Link to Comment WallStreetRanter
WallStreetRanter's picture

So clearly this investors have the historical relationship between republicans/democrats and the stock markets confused. It is Bonds NOT Stocks that do better under Republicans

The Wall Street Ranter

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