The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.By Doug Roberts, chief investment strategist for Channel Capital Research. NEW YORK ( TheStreet) -- The recent stock market rally occurred in a presidential election year. Is this a coincidence, or is there some relationship here? Does the battle for the White House have an impact on the financial markets? What does this mean for the future of the market? This is the subject of this month's commentary.