Quote:
Originally Posted by sebastian_dangerfield
You want to know where we're going with Hillary or Jeb (one of them will win)? Start watching defense contractor stocks. Much of it's probably priced in already, but as you see them solidifying their lock on nominations, you'll see defense contractor equities moving upward quite nicely. Because whichever of the two we get, we're going to get a whole lot more interventions abroad.
Hillary and Bill are seeking a legacy built around ending human rights abuses. And Jeb is-- well, he's an establishment Republican, who's owned by the defense complex.
The non-interventionists are going to hate 2016-2024.
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Sadly, you're right. Also TM on the Oswalt stuff.
