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Archive for January, 2009

100 Days: The First Test of Bi-Partisanship

The House version of the Obama stimulus package passed 244 – 188 with no Republican votes. This comes against a background of some early sniping:
1) On Friday the President warned Republicans that they needed to “quit listening to Rush Limbaugh.” Limbaugh has maintained that he wants Obama to fail.
2) Limbaugh fired back with [...]

Ten Things Obama Can Do Now

Forbes had a characteristically thoughtful piece last week naming ten things Obama could accomplish with an executive order that would help the market out. Our energy policy is one thing the Bush administration worked hard to influence; Obama could choose to regulate our alternative and standard energy sources. A few specific sectors the author specifically [...]

Obamania!

A website called The Big Money is picking up on the Obama fever and, while still cautioning people of the stock market’s volatility, have assembled a number of Obama portfolios. Their personal favorites include:
Apple (due to Obama’s iPod use and general technophilism)
Hawaiian Airlines (the 50th state is now superchic)
J. Crew (Michelle’s famous ensemble on The [...]

Predicted Agenda for 09

BusinessWeek this week was entirely dedicated to the Obama transition. Their first article, Getting Down to Business, has a blow by blow predicted agenda that is apparently “the betting around Washington as to how the next months could play out.”
The article claims February is supposed to be spent working on economic stimulus and making the [...]

Progress

We hope everybody enjoyed the beautiful inauguration ceremonies today.

It was a historic moment sure to be remembered by all who saw it. We are now going to see some definitive progress – not only in the broad social setting, but also in terms of our physical goals at Election Stocks.
With Obama now in office, [...]

More Altucher Picks

In considering Obama’s plans for increased infrastructure (i.e. construction), Altucher has pinpointed a couple stocks very likely to have a growth reminiscent of what we used to see during the ‘Dot com’ boom in the nineties: ASTE and LNN.
Both of these stocks have 5x cash flow potential. Astec Industries works in paving and construction and [...]

City Slicker

A rather enlightening Time magazine article notes that Obama is the first president to have spent the majority of his life in an urban environment since Teddy Roosevelt. With this, he has a fresh take on city policy and has even established a new cabinet position to deal with this area of government. Since Obama [...]

Opening Up to Cuba

Raul Castro, in his yearly New Year’s Day speech, expressed a desire to talk with the new Obama administration once it comes into power later this month. Assuming we did have normalized relations with the Caribbean island, there are multiple market sectors that would experience significant changes.
For one, the hotel and casino gaming industry that [...]

Official Transition Website

For those of you looking to research Obama’s transition, we recommend you check change.gov, the official Obama-Biden Transition website. It has all sorts of great details regarding staff appointments, tentative policies, and last but not least Obama’s agenda once put into power. It’s sure to be a useful tool for the next nineteen days before [...]