18 December 2020

  • History indicates that the US share markets are kinder to Democratic Presidents than under Republican Presidents.
  • The most important thing is to stay invested, because the share market rises under almost every President.
  • Although the Biden Administration will probably have to deal with a hostile Senate, it can still accomplish many of its policy objectives by executive actions and some bipartisan cooperation.
  • Presidential policies usually have more impact on individual sectors than on the market as a whole, so we think that the probable winning sectors are:
    • Pollution control and environmental restoration
    • Construction
    • Building materials
    • Railroads
    • Battery minerals producers
    • Renewable energy utilities and equipment manufacturers… [read more]

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