Healthcare was one of the sectors that we were unlikely to see much impact in during Obama’s first 100 days. But as we are beginning to get a hold on our economic situation, it is quite likely to see some comprehensive healthcare legislation in the near future. This was discussed yesterday by Les Funtleyder and [...]

CNBC’s Fast Money “Trade School Poll” today asks what the best sector is to trade into for the rest of Obama’s presidency. They list banks, clean energy, infrastructure, and healthcare as their four answers.
Noticeably absent is the defense sector. Considering Obama’s commitment of more troops to Afghanistan, gradual timetable out of Iraq, and the [...]

We recently discovered that Dealbreaker.com has been keeping track of its very own Obama portfolio for some time now. We also learned that Teeka Tiwari has been keeping a couple blogs on Obama / McCain stocks. Neither of these portfolios have done very well though; Tiwari’s has a -14% spread against his McCain picks.
Meanwhile, it’s [...]

Typically here on Election Stocks, we make decisions on how stocks are likely due to behave based on Barack Obama’s policies in office. What’s interesting about this post is that it has nothing to do with any real policy being proposed by this administration – rather a growing sentiment among many suspicious right wingers.
We are [...]

American telecommunication companies have big opportunities to make some cash thanks to Obama’s eased stance on Cuba. Most importantly for our purposes, we can easily link specific stocks that would do very, very well with some Cuban business.
Persons under U.S. jurisdiction will be allowed to activate and pay U.S. or third-country service providers for telecommunications, [...]

Today, the White House announced that it would start taking steps to ease restrictions on Cuba. Keep mind these are baby steps, primarily regarding family travel and gift giving, but they are steps in the right direction nonetheless.
With bills for removing the embargo in our legislature as we speak, it’s only a matter of time [...]

Today Defense Secretary Gates announced his changing priorities for how the $534 billion defense budget should be spent.
50% of the money in the budget should go to programs meant to counter conventional threats, about 10% to programs useful only in irregular war and 40% to programs that are useful to both.
In other words, the Pentagon [...]