This is based on??? Your opinion? Because he's leading in all the polls out there right now. Sure, Obama could come out on the 2nd debate, but if anything I think the more debates we have, the larger the lead is going to be for Romney.
Too many people don't like Obama (I personally hate them both, with a slight lean towards Obama), and the more face time (or attack time) he gets the worse his outlook is looking.
Maybe not AGNC, but this will definitely help the markets. I will be increasing my long positions if Romney can sustain/increase his lead in the next debate. Romney will be helping us investors all out, while Obama will kill the markets if he wins.