IMO, Obama wins the election hands down. This is not supported by polls or anything like that but by bookies on the betting market. Betting sites like Betfair, Predictwise and Intrade all are giving Obama a significant lead. Informed people in the know are putting their money where their mouths are and many say this is the most accurate of all polls.

If Obama wins, we can expect his policies to debase the dollar to continue and commodities to soar. I'm also betting we see a significant stock market rally and a move to get around the fiscal cliff by year end. After all politicians want one thing more than anything else and that is to save their necks for the next election cycle. My 2 cents.