Charles Gabriel has 30 years' experience in political forecasting for institutional investors. He left Capitol Hill after serving as a Reagan-era House staffer to join the former Drexel Burnham Lambert, and later starred as Washington research head at Prudential Equity Group. He co-founded Capital Alpha Partners in late 2007.Expand

In addition to election forecasting, budget issues and policy-related investment strategy, he has long translated developments impacting the mortgage, specialty finance and education sectors. A particular specialty is predicting, gauging and contextualizing "political risk" as seen through the eyes of money managers.

Gabriel's "Election Risk Reports" and biennial "Red Stock, Blue Stock" lists have won high regard. He is also an entertaining speaker and frequent guest on business television.Collapse

A 2013 deal is looking unlikely, so you might want to consider reining it in by late this year.
McGraw Hill could stumble -- temporarily -- on news out of an SEC roundtable next week.
Much is riding on Obama's FHFA pick to oversee the former mortgage-financing giants.
Super regionals might lose; credit cards could profit; and the market may hold on through the summer.
Three D.C. stories that make you go 'whuh?' 
Proposal to offset $29 billion costs of four new initiatives for middle class students.
Six potentially positive spring catalysts.
Investors have been given a lot to digest in the banking sector in the past month.
Potential clarifying online-gaming legislation should mean good things for a number of casinos and others in the sector.
These stocks have become a pure play on housing finance reform.

Columnist Conversation / Market Updates

| May 22, 2013
| 3:56 PM EDT
I love it when people sell just on the slightest mention of taper. It's a gift to buy. Actually, I'd love to see a full ...
| May 22, 2013
| 3:27 PM EDT
Looks like everyone felt the relentlessness of the bullish behavior and now we have straight down action.. as if like cl...

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