Bullwinkle, a change in the white house is not going to affect global demand for oil, and it's definitely not going to affect the defecit and weakening U.S. dollar, both candidates stink when it comes to the defecit... and the dollar is far from a bottom just like gold... God's currency is far from a top!
As far as the general market, I don't like it at all, if it's not going to happen before the election, then after the election I'm expecting a sizeable drop in the markets, we're still in a bubble in both markets, especially the DOW! I'll post more on it at my site, I made a couple of charts illustrating the bubble we are in...
Only equities I like for 2005 right now are precious metals!! And select alternative energy stocks should do well as a contrarian play against oil... and maybe steel, but just in case China slows down, then gold and alternative energy are better plays... other then that, we've got a potential recession coming, and I don't like it one bit... as a result I've taken an early position in a small and somewhat obscure gold (and oil?) stock listed on the pink sheets!
peace.
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