August 18, 2008

We use the Real Clear Politics poll averages as our proxy for voter preferences and the various components of the S&P 500 index as our proxy for the different variations of investor preferences. The basic proposition is that as one candidate rises in the polls, the proxy for the investors’ preferences would also rise. Say, for example, Obama improves his standing over McCain. We would expect to see investors favoring small cap value stocks over large cap value stocks.

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