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Macro View

The market is down about 2% today and it’s not because of the election results, as most commentators have pointed out in the RTI post of this morning.

Let's not forget that the S&P has gained more than 50% since Obama’s inauguration in January 2009. Also, the race was too close and the incumbent’s victory was not at all unexpected. It appears that the fiscal cliff and Euro-zone debt crisis are back in focus now as the election is over. But if you are a long-term investor, you may be looking at some of the sectors that may benefit from Obama’s second term. My picks are healthcare, homebuilders, telecom and clean energy.  (Four ETFs for Obama’s Second Term) And if the special tax rate on dividends expires after the year-end, the income oriented investors should also look at some of the alternate sources of income. I like the Emerging Markets Sovereign Bond ETFs, which have relatively “low-risk” and yield ~5%, while adding diversification benefits to the portfolio. Please share your thoughts.

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UNITED THER… UTHR 117.83 +28.51%
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RF MICRO DE… RFMD 12.47 +6.04%
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BANCO DO BR… BDORY 15.53 +3.95%