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Einige wenige Bären lassen sich vernehmen:
newsletter writer Peter Grandich, who says the election results "can only lead to more division at a time when the world no longer wishes it had an Uncle Sam."
Grandich said the United States' time as the undisputed power is ending, in large part because it is engulfed in a mounting sea of debt. The "Don't Worry Be Happy" crowd on Wall Street will try to keep the party going until their bonuses are paid, he said.
"The next several weeks are strictly selling opportunities," Grandich said.
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"We think it's important to note that major shifts in domestic and international policy only seem possible when we have gridlock and there is a risk taker in the White House -- that is someone who is willing to set aside conventional wisdom to try a different direction," said Jim Anderson of SVB Asset Management . "Some of the worst ideas come to life during periods of political harmony."
Zu Deutsch: Falls der US-Kongress eine deutliche Mehrheit für die Demokraten bekommt UND falls Bush in seiner verbleibenden Amtszeit riskante Maßnahmen anordnet oder duldet (z. B. Iran, Nordkorea), dann wäre Gefahr im Verzug.
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