President Obama’s recent 35% tariff on Chinese tires is prompting a lot of fuss over a possible trade war. It is true that this move is drawing scrutiny from Chinese officials and free trade activists alike, however it is unlikely that a protectionist trade war will emerge from this scenario.
The market is simply not taking [...]

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 [...]

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, 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, [...]

Today, the White House announced that it would start taking steps to ease restrictions on Cuba. Keep mind these are baby steps, primarily regarding family travel and gift giving, but they are steps in the right direction nonetheless.
With bills for removing the embargo in our legislature as we speak, it’s only a matter of time [...]

President-elect Obama’s choice of Richardson as Secretary of Commerce appears a solid pick by our judgment. Although typically seen as a lightweight cabinet position, the office really is what the President makes of it. Considering Obama’s own ambitious plans, as well as the pressure on him to fix the economy, we think it’s safe to [...]

CNBC has been taking off running with our subject matter ever since election day. We can’t link to every single video they’ve done, obviously, but hopefully you’ve caught a good few. Here’s a particularly high quality recent piece that indicates that Obama would not be the protectionist that some expect (something we’ve been saying here [...]

Barack Obama and free trade advocate are not two phrases often heard in the same sentence, without an “is not” in between them of course. In fact, OnTheIssues.org says that Obama opposes supporting and expanding free trade. However, the Economists View has a great article that explains a slightly different definition of free trade. [...]

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 [...]