1. Another Look at the Record Cash on Sidelines.

Peter Mallouk

Record cash on the sidelines missing the recovery.

1. Value Stocks and Presidential Elections.

Marketwatch–Value investing, which has been maligned for years, is about to come back in style.

Why would there be a return to favor after underperforming for so long? Because elections have a long track record of doing wonders for value stocks, whose prices are deemed low compared with business prospects. (I highlight, below, 20 value companies that may benefit as a result.)

Value stocks outperformed growth for half a year after every presidential election since 1980, according to research by Larry McDonald and his team at the Bear Traps Report.

1. S&P, Dow Jones and Dow Transports New All-Time Highs.

S&P

1. VIX Drops 38% Election Week…The Largest Weekly Drop Since Last Presidential Election.

VIX 4^thLargest Weekly Drop on Record

1. S&P Post-Election Rally Only Gains Back 2 Week Sell-Off.

S&P Still Below Sept Highs