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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: Little Joe who wrote (92447)	1/9/2009 2:02:24 AM
From: Sr K	Read Replies (1) of 116555

I have a theory since the 1990s that the people who support the current President look at the markets differently than those who oppose him. And that affects their investment outlook. In the 1990s it was hard for Republicans to make money in the market while they thought Clinton should be impeached. ("Things couldn't possibly be this good.") In the 2000s it was hard for Democrats to make money while they thought Bush should be impeached. ("Things couldn't possibly be this good.") The political lens clouds vision and clarity. To take a snapshot now, for each set of questions, answer for the Group, not personally. 1. First for Republicans who voted for McCain ("RWVFM"): what P/E do they think we have now, will have at the end of 2009, and the end of 2010? When will house prices bottom nationally on the Case-Shiller Index? What month and year will 10-year US Treasurys go over 3.00%? Over 4.00%? Over 5.00%? 2. For Democrats who voted for Obama ("DWVFO"): what P/E do they think we have now, will have at the end of 2009, and the end of 2010? When will house prices bottom nationally on the Case-Shiller Index? What month and year will 10-year US Treasurys go over 3.00%? Over 4.00%? Over 5.00%? 3. Are RWVFM bullish, bearish, neutral for equities? 4. Are DWVFO bullish, bearish, neutral for equities?

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