The government shutdown is a new variable in the progress of our economy. Much of U.S. business is not affected, but with time, more will see consequences. How long will this go on? Your guess is as good as any. However, at this point, the two parties are not even talking to each other.

Putting aside the politics and the reasons behind the impasse, this is not positive for economic growth. Eventually, mergers and acquisitions will not get approval, and government contracts may be delayed or not receive payment. The regulatory process will not be operating, so those trying to get certain approvals will be on hold, and on and on.

The history of federal shutdowns has not been dire, and the stock market actually went higher. However, these have been short. The longer this one goes, the more severe the impact. Certainly, there will eventually be a resolution, so overreacting is not the best investment policy. Just be prepared.

If you have near-term funding needs, raise the money now. Because, although the market may rise in the short run, if this drags out, it will eventually pull down the stock market, too. For long-term investors, stay steady, my friends.

-The Lonely Bull