Soros sold 94% of his Westport holdings reported on September 30, which would bring him about 80 million dollars. About that time, he bought about 120 million dollars of GLD (gold ETF). This was before the first presidential debate. So I doubt the candidates or their energy policies had anything to do with his selling. Maybe to take a loss to offset earlier gains for 2012. In which case, he could get back in after the 30 day wash period. He must see good gains from the dollar depreciating over fiscal cliff - gold is a heavily taxed investment - no long-term gain tax possible. I would guess this is a short term exit for him and he will be back before Westport turns a profit.