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 quite [...]

Today we posted a new portfolio designed to track stocks that have the potential to benefit from liberalizing relations with Cuba. As of now, these are stocks we have gathered from our previous posts about Cuba.
However, we are absolutely open to any suggestions you might have. Feel free to leave any stocks you feel [...]

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 [...]

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, [...]

Raul Castro, in his yearly New Year’s Day speech, expressed a desire to talk with the new Obama administration once it comes into power later this month. Assuming we did have normalized relations with the Caribbean island, there are multiple market sectors that would experience significant changes.
For one, the hotel and casino gaming industry that [...]

Obama’s election as President pleased many nations around the world. Among other things, it gives America a second chance to dramatically alter the way it is seen around the world. But by no means does that mean our negotiations with European nations will be sunshine, lollipops, and rainbows from now on.
John Mauldin covered this, amongst [...]

All the recent news seems to be about Obama’s trip to Europe, so jumping off the Obama love train, we are going to report on McCain’s recent meeting with the Dalai Lama. If you haven’t heard, McCain and the Dalai Lama meet in the US on Friday.
After McCain expressed his concerns over China’s mistreatment of [...]

Today’s New York Daily News has an interesting article about Obama’s foreign policy. In particular, it discusses how Obama has refused to factor in the fact that the Surge is working into his 16-month plan for withdrawal.

This seems interesting considering that Obama has received enormous criticism for his recent “flip-flopping” or as we like to [...]

The way things are going, it seems like we might have to wait until September to see a debate. Despite Obama claiming that he would debate McCain “anytime, anywhere” we still haven’t seen a single debate planned until the major September 18 debate at the Morial Convention Center.
It seems strange that the first debate is [...]

McCain jumps through a lot of hoops to appear different from the current Republican president, but his terrible judgment regarding the G-8 takes it much too far. His actual choice would be to exclude Russia from the G-8 because lately their government has been centralized through less than democratic means.
This begs several questions. First of [...]