Bush Economy

Even on a day when the Dow Jones Industrial (DJI) was esentially steady (down .05%), my virtual portfolio is up. I am now up 14.18% since mid-May. The Dow Jones (DJI) has gained 3.7% over the same period of time.

Without the Bush re-election I was looking at a 6% gain. Bush has doubled my return overnight almost single-handedly. We have also seen 377,000 new jobs in the last month.

It could be a coincidence. Oil prices were bound to drop eventually. Since the election they have dropped about 4%.

Is the increased productivity from low energy prices the sole cause of the surge in investment? As energy prices fall companies assume they will be able to do business cheaper and they will get more bang for their buck.

However, this does not seem to be the case today. Most companies are assuming high energy prices, as seen here and here.

So some other stimulus must be directing companies to think that increased investment will produce a big return. The Bush Agenda is just what the economist ordered.

This is not to be construed as any sort of investment advice or promotion of particular stocks, but for the sake of education here are the companies in my virtual portfolio: ABT AXA CAG CAI FDP IBM JBLU NVS SENEB TOL WY .