Invest in rare earth metals. Actually you should be doing that already. The more green tech gets pushed the more batteries and the bigger demand for rare earth metals required to make them
After giving this more thought, I think we could see an even bigger imbalance in valuation in favor of Growth (vs Value). Biden has already talked about higher corporate taxes. Assuming ZIRP and a FED that continues to be dovish (esp. if Fink is Treasury Sec). Companies that keep growing topline and reinvesting into more growth will be rewarded with even higher valuations than boring companies that make money (and get taxed more).
Decent video on Biden investments. Solar has been pumping since after the first debate. Summary: - Buy more VSTO (guns sales will go up); - Short FIVE, UBER and LYFT (IF minimum wage of $15 passes); - Possibly short AMZN for a very small window (IF Harris goes after them) and once it happens, buy more AMZN; - Buy MLM and VMC since Democrats will push money towards infrastructure; - Buy HVAC (CARR), Roofing (BECN) and appliances (WHR) companies IF Democrats push their incentive towards buildings being more energy efficient (commercial and non-commercial) + more low income housing being build; - Biden is obsessed with railroads. If he pushes it more, buy UNP and NSC; - Short pharmacy/biotech if Democrats put a cap on drug prices; - Pay attention to new incentives towards EVs, specially federally carbon-neutral by 2035. If so, short coal miners and buy more TSLA; - Buy more TAN (solar ETF); - Look for the companies who spiked the most when corporate taxes went down to 21% and short all of them if cooperate taxes go back to 28% (mainly banks); - Possibly short TWTR
Last few days have seen the companies affected by trade war go up - market expecting a Biden presidency to ease trade war impact.
