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Trading Obama: Solar Stocks, GM Debt, Ambac Calls, Lorillard and Goldman Puts

Some nice ideas - but

still have a problem with the solar crowd - why is every solar long all over the map with a basket of stocks to recommend? It appears that this will be dilutive to the price swing and why not just TAN Etf.

I am tired of chasing govern intervention plays in insurance banking clean coal carbon tax guns pharma solar geo housing tobacco. I feel Americans really got duped with this election. If you want to chase policy stocks history will show (just like Fannie Mae and 4 triliion homeowner votes) they will capture votes FIRST particularly union, second is destroying or minimizing the private sector and third is effectiveness for reelection purposes.

A case in point are the altern energy they are down with a very favorable political win -

I do find your ideas very refreshing and to the point - I wonder how you feel about gun manufac - swhc

Also where is the REIT business going to go - is it going to be sued into oblivion for trial lawyer votes - is it a short

You definitely are right about GM - destroy private investors save the bonds and buy the votes

What about oil drillers will they have to politically contribute to continue or will they be sued and move to Dubai