CNBC had a segment yesterday covering one aspect of terrorism that is not commonly recognized: cyberterrorism. In the process, they touched on some of the issues in our previous post regarding the most recent terror attack on the United States.

Congress and the Obama Administration are considering new policies in the aftermath of the recent terror attempt on a NorthWest flight to Detroit. In the first place, the stock of major airlines has taken a predictable hit, and ought to trend low for some time. Many airlines are private companies, but publicly traded corporations include [...]

Officials at the Pentagon unanimously agreed today that they would drop the elaborate plan to build a missile defense system in Eastern Europe. Naturally, this was met with much criticism – but regardless of the new plan’s merits from a security standpoint, this has a profound impact on the defense sector. Unfortunately, this impact is [...]

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, [...]

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 [...]

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, [...]

Obama’s budget plans call for what appears to be a 4% increase in the spending money for defense. We at Election Stocks have been quite sure in the past that Obama would be continuing the wars in Iraq and Afghanistan for some time, thereby keeping the defense sector relatively stable. However, many liberals in legislature [...]

We all know that the stimulus package is going to be the big spending bill of the year, making it the ‘pork barrel’ – so to speak. The fact that there is going to be quite limited appropriations of cash for the rest of 09, this does a lot for us in determining the timing [...]

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 [...]