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Fast Money Poll on Obama

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 overall volatility of the Iranian, North Korean, and Pakistani governments, this omission is quite stunning. Even assuming the foreign situation stabilizes, there are still plenty of right wingers in the US that are buying up ammunition like mad (as we referenced in a post last week).

We are currently awaiting the poll results and will update once those are released.

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