My understanding is that they aren't counted until the end.
Short term: Short the Market!
Intermediate term: The DBM will cease its relentless negativism now that they've ushered their pals into power. That'll be a welcome respite!
Longer term: Though I dread it, there will be another terrorist attack and my hunch is it will rivet America's resolve {many people now are deluding themselves that 9/11 was a one time deal}.