One thing that's possible to look at (though not entirely likely) is that there will be a lot more selling because people want to realize capital gains earlier if Obama wins and they want to avoid a possible higher tax that may come with democrats from capital gains taxes. (Video below 4:00-5:30). Mixed with tax loss selling season, this could be a rather large blow to the market if it starts to spiral into added fear with it. Good opportunity if we're already done at that point however.
http://www.kitco.com/KitcoNewsVideo/index.html?v=12-10-25 Adrian Day_1
Another thing to look at is that we may see an upswing in other undervalued plays as gold stocks have historically done poorly during an election year and done well the year after that. (Video below). If that's true, then with the above, if we're wrapped up before this year (done entirely, sold - not just BFS release) then this presents us with a huge opportunity to utilize our earnings from CUU.
http://www.kitco.com/KitcoNewsVideo/index.html?v=12-10-25 Frank Holmes_1
It may not have a huge impact on CUU, but the timing of when we realize our gains is rather important as it can present us with really good opportunities later or we may miss them all together.