Ophir, so let me get this straight. Your sole reason for being bullish is because you think Obama will come and save the day?
Its a tall ask. He's got to pull Spain out of the dtich, get the Euro back into some sort of working order, ignite growth in his own country, manage unprecedented levels of debt, get major mining firms to take on their projects rather than postpone them etc etc.
For your "its all good because its a US election year" theory to come true, all of this is just going to have to be pushed under the rug for one man, and one man alone.
