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Listen, I don't think it's as easy as that.
If you're into debt investments, then Kerry is your guy.
If you're into equity investments, then Bush.
Also,
For job creation and economic growth, economists support Bush (last week's wall street journal).
For reduction of the deficit, sadly, they support Kerry.
Plus I really don't think you can create a model on how to predict the president. Personally I think if you want the best predictor, look at the Las Vegas odds. That's the only clearing market that predicts it best in my opinion.
-Rudey
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