I agree

    A Romney win rally?

    Posted by morton13 on 29th of Oct 2012 at 10:48 am

    Romney win may strengthen dollar due to less or no QE and hit commodities which would put more money in middle to lower class pocket.  John Maudlin put out a piece reporting how the QEs have decimated the middle and lower class with higher commodity prices.  I think Romney understands this concept.  I would buy companies that do not have much in international sales and shy away from those that do due to exports become costlier overseas...small caps may do well here.  As far as gold is concerned its always possible we'll return to Bretton Woods (see Scott Minerd at seeking alpha) which would be positive for gold.  Obama wins do the reverse but I think gold may do well in either case.

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