I think in the second quarter of 2009 we will see positive movement in the financial and real estate markets due to new policies put in place by the new administration. The key factor will be consumer confidence which should improve greatly and lead to a rebound.
Once the economy stablizes and people lose their fear of what’s coming next we should see people increase gambling online and offline. This will stablize the Las Vegas/Atlantic City economies and rejeuvenate the industry stateside.
By the third or fourth qurater of 2009 I expect to see legislative changes which move us back in the direction of personal freedom. This will include a more favorable view of online gaming and less draconian measures that we see now. Larger casino groups will most likely start the migration back into the US at that point and affiliates should be in a gold rush position.