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Archive for 'Economy'

Article in Bloomberg Discredits CBO

A recent article in Bloomberg was very critical of the Keynesian models used by the CBO to come to its conclusion that the Stimulus Package saved between 1.4 to 3 million jobs. According to the author, Kevin Hassert:
Both of these old-school Keynesian models, by the CBO’s own admission, “tend to predict greater economic effects” from [...]

Obama’s “War on Business”

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.

Cramer’s Outrage of the Day

As we expected, Cramer did make a few solid stock picks in relation to the Obama Administration. In case you’re curious, these were closer to the beginning of his show. But as for his “Outrage of the Day,” complaining about the president taking the wise advice of Paul Volcker regarding the roles of commercial and [...]

Tonight’s Mad Money Focuses on President

Jim Cramer’s Mad Money, beginning at 5:00 pm Central Standard Time and airing multiple times on CNBC over the course of this evening, will be focusing on the relationship between the stock market and the Obama Administration. We have noted in the past that Cramer’s political analysis is often subject, so we expect to have [...]

Could Public Opinion Defeat Reform?

The bottom line here at Election Stocks is to try and predict when policy changes are going to take place, and with healthcare, that means we have to find out if these town hall protests are real or manufactured.
It has been a standard Republican tactic in the past to organize a group of their supporters [...]

Stimulus Package Progress Report

On February 25 of this year, we launched a Stimulus Package Stock Portfolio to track our favorite picks. And considering everyone on Wall Street is going recovery crazy today after the better than expected-job-report, it seems like as good a time as any to check up on our portfolio.
We continue to have returns far above [...]

Extending Cash for Clunkers

Majority Leader Harry Reid vowed to pass the additional $2 billion the Cash for Clunkers program needs to continue. And considering the huge majority the Democrats have in the Senate, it’s fairly certain that Reid will be able to keep this promise. Assuming the program remains enormously popular, what’s the best way to cash in [...]

Regarding Stimulus Spending

There is a growing sentiment (mostly among those who never wanted the stimulus package passed in the first place) that it might be possible to ‘cancel’ spending the rest of the stimulus money. After all, we are seeing signs of economic recovery – right?

Well, not so much. Many economists that considered the stimulus package crucial [...]

Dow Jones Stimulus Index

The Dow Jones Indexes revealed an index of stocks and sectors that are expected to receive a substantial portion of the taxpayer money from the stimulus package. The index is split into six sectors: “Alternative Energy, Construction & Materials, Energy Grid, Environment, Technology, Telecom/Internet” – which is surprisingly close to the very same categories we [...]

Impact of the Stimulus Package

With its specific goal of stimulating the economy and creating jobs, it’s only natural that the stimulus package would include significant amounts of government cash allocated to creating infrastructure. There was an excellent article on Seeking Alpha pinpointing a few solid picks that ought to pull up in mid-February when the bill is expected to [...]