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Archive for 'Monetary Policy'

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 [...]

Conservative or Revolutionary?

Salon.com is a website we typically applaud for having such well written articles, and their latest piece on the administration’s economic policies is another example.
We’ve hit upon “Obamanomics” before at Election Stocks, so this is right up our alley. Believe us when we tell you it’s analysis like this that is quintessential to understanding [...]

Obama and the Market

You don’t need us to tell you the relationship between Barack Obama and the stock market has been strained since his inauguration – heck, since his election. But we feel it necessary to reiterate a point brought up by our writer Jeff Miller: “

More Stimulus Winners From Clifton

Dan Clifton, head of policy research at Strategas Partners, was on Kudlow & Company the other night with a solid list of stimulus winners and losers. You can view the video here (the one titled Stimulus Winners and Losers).
Right off the bat, Clifton said wind and solar were safe calls because of the new grant [...]

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 [...]

A Sad Display

President Obama’s agenda seems to have taken a hit on one of his first initiatives: the stimulus package. Failure to pass this bill quickly indicates several things to the keen observer.
1. The hope for astounding bi-partisanship and cooperation in Washington seems far-fetched.
2. The fact that Obama is using the ‘politics of fear‘ that he campaigned [...]

International Economic Policy

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 [...]

Election 2008 and the Stock Market Rally

An amazing thing happened today. Financial media all noticed that there was an election going on, and there might be some impact on stocks. Amazing!
There are two reasons why this story has been left behind:
1) The crisis in financial markets has created stock movements that overwhelmed any bump that one might get [...]

Debate over Rep & Dem Generalizations

It’s been a lasting debate in the fields of politics and economic policy as well as on our own electionstocks.com whether the market does better under Democratic or Republican leaders. Very recently, Donald Luskin posted his own theory on the subject in the Wall Street Journal.
Young Harvard professor Jeff Frankel rebutted and effectively debunked this [...]

Stealth Socialist? Unlikely.

We at Election Stocks have long viewed Obama as a free trade kind of guy – seeing through empty promises he gave in weak economy states and paying attention to “gaffes” where he reassured trade partners of his real feelings. Many other reasonable, sensible articles such as this one in yesterday’s links update share this [...]