Wall Street Celebrates America, Hell With The Election!

Greatest loss to American citizenry over the “leadership” vacuum of the past 24 years (and apparently discounted into equity averages to be continued for at least another 4) is loss of dynamism in governance creating a majority of those dependent on a president.

If not for the unmistakable macroeconomic direction, dawn of China and India even with faith based hate obstructions there and their neighborhoods, and technological imperatives for the sustainability of humanity, dark days indeed would seem to follow a win for either candidate.

If you are long on cash, or for new saving’s dollars at these equity averages levels, add to Income portfolios: GWW (W.W. Grainger); QCOM (Qualcomm); JNJ (Johnson & Johnson); and, although a capital appreciation play and not an historic income play, TSLA (Tesla Motors).

Tesla Motors is an opportunity created by a bureaucratic “leadership” vacuum. There has never been a greater investment environment than that now existing for those lucky little ones now being born. Deferred Research and Development imperatives (not politician “infrastructure” spending) trumps disillusionment, forcing one way or the other (race, gender or faith based beliefs be damned) constructive capital and incentives allocations.

No panic to put money to work here. Mid term time period (weeks to months) recently breached harmlessly to the downside. Today’s rally takes us back to the mid term inflection point. Large immediate future volume either direction to show trend.

 

 

 

 

 

 

 

 

 

 

 

 

 

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s