There’s been a universal consensus that Obama’s aggressive new plans for developing American infrastructure would be good for the construction sector, but so far we’ve been rather short on specifics. Below we have Sham Gad’s observations on the recent two day rally in the construction sector.
So far the market believes Obama’s infrastructure job creation plan. […]

Real Money’s Chris Versace had an interesting point on alternative energy today.
I can understand why several of the solar stocks are up big today, but if at least one of the driving forces here is how the next presidential administration will be favoring alternative energy programs, then why not LEDs, which use 10% the energy […]

There is a post on Yahoo finance, citing our frequent colleague Mr. Altucher, with a list of dirt-cheap infrastructure stocks that are bound to go up under President Obama. These look like great picks to us - though further research is necessary on a prospective time-frame to pick these up in time for them to […]

Last night Barack Obama was on a 60 Minutes interview with no coaching, no teleprompter, and no notes; and he beautifully answered questions regarding the challenges in coming into his administration. (click post to view video)

Amongst other things, we learned that he’s been reading a whole lot of briefing papers and that he does have […]

CNBC has been taking off running with our subject matter ever since election day. We can’t link to every single video they’ve done, obviously, but hopefully you’ve caught a good few. Here’s a particularly high quality recent piece that indicates that Obama would not be the protectionist that some expect (something we’ve been saying here […]

An important aspect of trying to make a buck off of an Obama win is the timing of the matter. His administration will not be able to address all it wants to immediately, therefore synchronizing when to be in and out of sensitive sectors is key.
The NY Times has a rough outline of Obama’s economic […]

An important thing to remember now that election season is over is that regardless of who you may have supported, it’s imperative now to keep politics out of the picture. The focus here is now entirely on policy and the market’s response. Keeping your own stocks in line with the new administration’s policies takes […]

Our writer, Jeff Miller, is also a columnist on Real Money - and through this we have access to the insightful commentary of his colleagues. Detailed below will be several observations by other Real Money writers as of November 5.
James Altucher was the first to note that Asian markets were experiencing positive numbers “on the […]

We were rightly excited to see the amount of attention our subject matter has received over the last couple of days. The sheer influx of ideas will take time to sort, record, and analyze; but we will attempt to do this as promptly as possible. It is now our sole focus to compile all this […]

Showing some fine qualities of leadership, Senator John McCain made a fine concession speech.
There are some trying times ahead, which he acknowledges. The strength of our system of government is that people come together in times of challenge.
Sen. McCain’s speech invoked the very best sentiments from all of us.
“Tomorrow we must move beyond it […]