It was interesting to note that each time Humala took a lead in the polls the Lima stock market bombed. When Keiko took the lead the stock market recovered. As I understand, Lima was down about 10% today and they closed trading for awhile.

"The sector that would be most immediately at risk would be mining. Humala wants to increase revenue to finance his policy agenda, and has clearly stated his intention of increasing revenue by 4% of GDP (Humala has stated a desire to raise revenue from 14% of GDP to 18%), and mining is the easiest source." Erasto Almeida
Analyst,

It's all about Perception

As Hog recently pointed out, our fundamentals have improved. If you believe SLI owns a lot of gold and if you believe the management can sell it for it's true value, whatever you think that may be, then any decline in share price, due to the political climate, provides you with an excellent opportunity to increase your share of the ultimate rewards. Although it would take a big bite out of my porfolio, I would love to see this stock gravitating down to a buck or less. I could afford to buy a hell of a lot more.

Hey, they're just my thoughts. The weathers great, we're cruising on Autohelm and I have nothing better to do.