Election Risk, Hanging Curve Balls, And Other Washington Stories

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Election Risk, Hanging Curve Balls, And Other
Washington Stories

• September 10, 2008
• Charles A. Gabriel, Jr.
• Managing Director
• charles.gabriel_at_capalphadc.com

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www.capalphadc.com
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"Superior Washington Intelligence For Investors"

• Capital Alpha Partners LLC offers predictive
  insight for institutional investors, helping them
  to
• Foresee trends and developments from Washington
• Gauge true levels of political or regulatory risk
• Understand timing and process
• Know when to immunize or hedge positions for
  unsettling outcomes
• Exploit gaps in market understanding
• We draw upon personal contacts, consulting
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  consequences.
• We create value for our clients by putting
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  between perception and reality might close.
• We provide service to buy-side analysts,
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• Our unique industry-level focus complements
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  coverage in energy and environment, financial
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2000
2004
2008?
2008
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Nationally Clinton v. Obama
Source RealClearPolitics.com Capital Alpha
Partners, LLC
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Winner Take All Clinton 1603 vs. Obama 1242
Source CNN Capital Alpha Partners, LLC
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McCain Leads By Three
Source RealClearPolitics.com Capital Alpha
Partners, LLC
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Presidential Choice Indicator
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Renewing America's Promise
Source 2008 Democratic National Convention
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Country First
Source 2008 Republican National Convention and
Reflections Photography
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Blue Stocks, Red Stocks
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Five Hanging Curve Balls

• Healthcare Reform
• Climate Change
• Financial Services Re-Regulation
• Tax Reform
• Peace Dividend

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This report is for private circulation and
distribution in its entirety and is based upon
information believed to be reliable. However, we
cannot guarantee accuracy and are neither
responsible for errors of transmission of
information, nor liable for damages resulting
from reliance on this information. Opinions in
this report constitute the personal judgment of
the analysts and are subject to change without
notice. The information in the report is not an
offer to purchase or sell any security, nor do
the analysts receive any compensation in exchange
for any specific recommendation or view expressed
in this report. Analysts may own securities of
the issuers discussed herein.