President Obama’s healthcare proposal, based heavily off of the already passed Senate bill, has a few very specific market implications. An article in Bloomberg claims:
To help pay for the overhaul, he’s proposing the first Medicare tax on unearned income such as capital gains, and higher fees on drugmakers such as New York-based Pfizer Inc. and [...]

There is a very good article in Time regarding the recent GOP (gridlock, obstruction, paralysis) politics.
Rhetorically, they derided Washington as ineffective and conflict-ridden, and through their actions they guaranteed it. Their greatest weapon was the filibuster, which forced Democrats to muster 60 votes to get legislation through the Senate.

In light of this recent Republican strategy, [...]

We haven’t heard an awful lot about healthcare in a while, especially since the election of Scott Brown in Massachusetts, but policymakers on The Hill are still fairly confident reform will pass. A recent Washington Post article on the bipartisan summit notes:
…when it comes down to it, the question of process is really going to [...]

Sabato’s Crystal Ball had a very thorough piece surveying the political landscape for 2010. So thorough, in fact, that we will be using much of it as our framework for political analysis as we approach the midterm elections this fall.
Sabato’s points regarding the popularity of Congress as an institution compared to the popularity of a [...]

Regardless of the validity of Kudlow’s political-market connections here (and they are questionable), this is a comment sentiment among many traders in the market today. It is likely that the stocks he mentions in the below video will most likely react in the way that he predicts.