Silver looks to November:
If Democrats were to lose 50, 60, 70 or even more House seats, it would not totally shock me. Nor would it shock me if they merely lost 15, or 20. But their downside case could be very far down.
I think Democratic stocks are oversold right now myself. One thing one sees from Britain, the administration that presides over recovery and avoided the abyss can seem more reassuring than the alternative.