The Election, Gold And Emerging Markets

 | Oct 08, 2012 07:33AM ET

It's funny how some publishers welcome or reject articles. I wrote a piece yesterday for a financial publisher along the same theme as my post here yesterday although a little less political and more investment oriented. The editor flat out rejected it and told me to reduce the political rhetoric and focus on the investment impact. I followed the instruction, loaded the piece with charts and analysis, eliminated the "Obama wants to lose" theory and resubmitted it. It was rejected again, for one because the editor claimed I hadn't made the case as to which candidate would be better for the respective investments, gold (the SPDR Gold Trust ETF Dubai ,I asked one main question: what will propel the market not just to match the previous peaks but exceed and stay above them? Sheer stubbornness on the part of investors and traders can make this happen. Outside of that and an infinite flood of cheap money, what is the catalyst, the "Next Big Thing" that will make it so?

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