Yeah, yeah. I'll be posting on "Obama plays". For the next couple years.
In the meantime here's MarketBeat:
A number of strategists have put forth the theory that the beginning of a new presidential administration will spark a bit of a market rally, in part because it has happened in the past, and in part because of expectations for a stimulus package focused on infrastructure.
The charts are showing signs of this in sun and stone stocks. Giving a rough outline for his economic stimulus plan in late November, President-elect Barack Obama spoke of infrastructure improvements to bridges and schools, as well as talking up solar panels, wind farms, and fuel-efficient cars.
First Solar, a maker of solar panels and builder of solar power plants, is trading around $136, up 59% from its low in November, cutting its losses for the year to less than 50%. First Solar, a stock-market star in late 2007 and early 2008, is set to have another run in early 2009 because of gathering momentum, technicians say....MORE
I posted a comment on cement and CO2. Another angle is the Polar Bear's "threatened" status. Should it be up- (down?) graded to endangered, I'd assume the U.S. cement industry is done for.