David Neubert

Ten Predictions for After the Upcoming Mid-Term Elections

1. SLB and Haliburton and other oil drillers/explorers would be a good way to play an increase in the price of oil. But the integrated oil companies are just so cheap, that even if oil drops I am getting good value. That's why I own those over the drillers.
2. I don't understand how changing the tax code would slow inflation. The US is spending like crazy to finance a huge government and war effort. Huge government spending usually results in inflation.
4. My comment is about US xenophobia not really about Chinese government policy. At least this time around economic ties are so strong that (unlike previous times in history when a new country threatens the dominance of another) the two dominant countries will be forced to work out a non-military solution to fear.
7. My point about the Democrats taking the hosue is that the market would fear economic upheval and a reversal in all the subsidies given to giant corporations. Later, everyone would realize that a gridlocked congress would not do much and things would stay status quo. That's when the market would go back up.