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 Treasury’s bank-sector rescue “more effective.” This needs to be done before Obama can attack anything else on his plate. By late winter the budget will be dealt with – supposedly – and we will see how much Obama and his team can spend on their aggressive programs. No real stock opportunities here in the first few months.

By the spring we’re starting to see investment opportunities. Aggressive alternative energy plans should start to work their way through legislature. Through late spring there ought to be some serious talk about healthcare on the table. However, Congress moves slowly sometimes; real action might not happen until later in 09. It’s a wait-and-see to observe the opposition to these programs (healthcare has “concrete opposition”).

The article gaps over the summer and skips straight to the fall, where taxes will supposedly be the main issue. So until we start to see these programs introduced as bills in the spring, there’s still no guarantee when to get into these sectors. But we’re getting closer.