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In a Biden presidency, where to invest ?

Discussion in 'BBS Hangout: Debate & Discussion' started by adoo, Jul 9, 2020.

  1. adoo

    adoo Member

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    while nothing assured, but when polls show that
    • in battle ground states, Pa, Oh, Mi, Wi, Biden leading by double digits,
    • a comfortable in Fla and
    • a tie in Texas,
    it's time to discuss where to invest in a Biden presidency.

    i play the stock market, here are my thoughts

    who will benefit from a Biden presidency
    • infrastructure plays, co like CAT, DE, rails, material
    • healthcare co, United HealthCare, and ETF like XLV
    • mar1juana co, especially if Kamala Harris is nominated as VP
      • in 2019, Harris and Jerry Nadler introduced the mar1juana Opportunity Reinvestment and Expungement Act, one of the most comprehensive mar1juana reform bills ever introduced in the U.S. Congress.
    Who will be hurt by a Biden presidency?
    Aerospace / Defense co. (BA, LMT, NOC, RTN)
     
    Hakeemtheking likes this.
  2. ThatBoyNick

    ThatBoyNick Member

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    I'd disagree, I think Biden would be more hawkish than Trump.
     
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  3. Sweet Lou 4 2

    Sweet Lou 4 2 Member

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    I don't think it's easy to predict what gov't spending will look like with biden, but I think he will be pro-environmental industries and will do something to expand health care coverage.
     
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  4. SamFisher

    SamFisher Member

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    If you listened to Trump in 2016 and thought he was a winner, you would have loaded up on coal
     
  5. ROXRAN

    ROXRAN Member

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    Let’s not propagate Evil capitalism. Stop this nonsense
     
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  6. Mr.Pringles

    Mr.Pringles Member

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    His top VP choice is calling for 2,000 a month monthly payments to Americans for as long as the pandemic ensues. And the pandemic will only rage under Trump ridiculousness.
     
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  7. SamFisher

    SamFisher Member

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    So you're saying bet on the right thing to do and good policy? This is America man.
     
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  8. Andre0087

    Andre0087 Member

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    As long as he doesn’t reinstitute segregation we’ll be fine. :rolleyes:
     
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  9. Andre0087

    Andre0087 Member

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    OP, let’s not start counting those chickens before they’ve hatched. I remember reading similar opinions when people thought Clinton had it locked up in 2016.
     
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  10. adoo

    adoo Member

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    true that

    But, this time around, Trump has accumulated a 3-yr record of his incompetence / neglect / treason

    In 2016, Hillary’s poll #’s declined steadily after gaining the Democratic Party’s nomination.
    It’s been the opposite for Biden; his poll #s has increased to where he is leading comfortably in Fla
     
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  11. saitou

    saitou J Only Fan

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    I was thinking blackrock, read that Biden and fink are tight, rumors that fink may even get treasury sec if Biden wins.

    Perhaps the Republicans on the board can chime in on bidens industry ties.
     
    #11 saitou, Jul 9, 2020
    Last edited: Jul 9, 2020
  12. saitou

    saitou J Only Fan

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    Warren has strong ties to RTN too
     
  13. Redfish81

    Redfish81 Member

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    Invest in companies that make US military/CIA drones and hellfire missiles.

    Lockeed Martin, raytheon, etc
     
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  14. dachuda86

    dachuda86 Member

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    Invest in China.
     
  15. Hakeemtheking

    Hakeemtheking Member

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    Alt energy industries, like Solar. Their stocks could run way ahead of the November election. Federal solar tax credit is slated to decrease to 22% from the current 26% in 2021, unless there is congressional action to increase those credits.

    Similarly, the $7500 tax credit cap of 200,000 vehicles per manufacturer may see a bump to 600,000. Tesla, anyone?
     
  16. AroundTheWorld

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    Digital Health
     
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  17. dachuda86

    dachuda86 Member

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    Pharma looking at serious Alzheimer's treatments.
     
  18. Os Trigonum

    Os Trigonum Member
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    related:

    https://thehill.com/opinion/campaign/505924-judd-gregg-the-coming-biden-coup

    excerpt:

    The path to total control is clearly there once they have the vice presidency.

    It is the 25th Amendment.

    Within a few months of assuming the presidency, Biden may find himself being the next statue toppled as the socialist/progressive movement moves closer to power.

    Replacing him with his vice president could be deemed necessary to the cause.

    His colleagues could declare him too old to handle the presidency and remove him under the 25th Amendment.

    Et tu, Brute?

    The Cause will have been completed.

    Power will be fully in the hands of the statue-removers, the social justice police and those who see America’s political history as basically evil. Socialist/progressive excess will govern.

    It will be a coup.​
     
  19. dobro1229

    dobro1229 Member

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    I second that. Even in a general Infrastructure Plan like the one that Biden proposed at a high level yesterday, investing in green technology is going to be key, and key to cutting off the bad players in the global economy, as well as getting a leg up on China since they are not entirely serious about green energy. They are only doing it out of necessity in some cases locally and trying to control the technology that they can sell off to countries in the near future and have more global control. The first years of a Biden admin will be key in having a Moonshot like technological race to beat China into the green energy technology market.

    Think of how influential the United States has been because of the war technology that we invested in and developed industrial wise post WW2. The US staying on top economically is reliant on having that type of economic demand for our technology, and the only way we get back to that point with new increasingly important technology is a Moonshot approach with Green Technology.... namely Green Grids that can easily be distributed and built in third world type countries.

    It's amazing to me that clowns here like Daschuda love to say that liberals love China, and Biden/Bernie would be great for China... all the while foolishly supporting Trump who is the greatest gift that China ever saw on the the global economy futures. Allowing China to control the future global energy market is insanely stupid and self defeating. It's why trolls like him and Texx shouldn't be taken seriously when they bring up China as if that's a weak spot for the Democrats. It's projection obviously.
     
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  20. dobro1229

    dobro1229 Member

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    And yes, I do NOT think that a Biden admin will be bad for companies like Boeing and Ratheon. We will still sell arms, and we will definitely have a push to upgrade technology coming out of that industry. What will be different though is WHO WE SELL IT TO.

    Also Boeing and Raytheon aren't necessarily booming right now under Trump. Having a stable government is important even to them.
     

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