"Goldman's Midterm Election Post Mortem"

As we said in Oct 14's "Yes, We Are Aware Of The Largest U.S. Solar Manufacturer (FSLR)":

More to come, probably after the mid-term elections.

From ZeroHedge:

Republicans have won majorities in the House and Senate. Results in some states have not yet been finalized, but Republican gains appear to be somewhat larger than most observers expected.

KEY POINTS:
1. Republicans have won a net seven seats in the Senate, giving them a majority of at least 52 seats. As of this writing, final results in Alaska, Louisiana, and Virginia have not yet been determined, but preliminary results suggest that Republicans will win another two seats in those states, for a total gain of nine seats. If so, this would lead to a final Senate composition of 54 Republicans and 46 Democrats (counting two independent senators who currently caucus with Democrats). Results in Alaska and Virginia should be settled soon, while the Louisiana contest will go to a runoff election to be held December 6.

2. Results in the House are not yet final but preliminary results show slightly greater Republican gains than many observers expected. Republicans currently hold 234 House seats and have won 12 additional seats so far, with results in several contests not yet finalized. Preliminary results in those other races indicate Republicans could end up with a roughly 15 seat overall gain, or just under 250 House seats.

3. Under a Republican congressional majority in both chambers, our expectation has been that the legislative agenda will be more active in 2015 than it has been over the last year, with a possibility of action on corporate tax reform and infrastructure funding, among other issues. We also see some risk of renewed uncertainty ahead of fiscal deadlines, at least until it becomes clear how issues such as the debt limit (likely necessary by October if not earlier) will be addressed....MORE

Solar is one of many investment areas in which we look to the first inductee to the Climateer Hall of Fame for guidance:

The 26th Secretary of War, the Democrat and Republican (!) Senator from Pennsylvania, Simon Cameron:

Our Hero

"The honest politician is one who 
when he is bought, will stay bought."