This list was published in the Daily BLAST dated November 3, 2020. We’ve republished it here in order highlight it for our valued subscribers.

Top 30 industries positively correlated to a Biden win…
The 30 industries most positively correlated to a Biden win are shown below. This is based upon “beta” to Biden movements in the betting markets.  The top 5:

– Healthcare supplies
– Diversified real estate
– Brewers
– Motorcycles
– Social media

COVID-19 UPDATE (ELECTION EDITION): Election night -- betting markets flip to Trump. Cyclical portfolio for Biden (23 stocks) vs Trump (27 stocks). New study affirms T-cell immunity


Source: Fundstrat and electionbettingodds.com

For Trump, the following are the 30 most correlated to Trump betting odds.  The top 5 are:

– Mortgage REITs
– Leisure facilities
– Oil & gas transportation
– Hotels, resorts, cruise lines
– Oil & gas refining and marketing

Interestingly, it looks like Cyclicals are actually more strongly tied to a Trump win compared to a Biden win.

COVID-19 UPDATE (ELECTION EDITION): Election night -- betting markets flip to Trump. Cyclical portfolio for Biden (23 stocks) vs Trump (27 stocks). New study affirms T-cell immunity


Source: Fundstrat and electionbettingodds.com



STOCK LISTS: BIDEN VS TRUMP

23 “Biden White House” Stock ideas (*)

Tickers: GRMN, UEIC, AAN, RH, BKNG, EXPE, HOG, NEM, RGLD, JOE, PSB, WRE, JBGS, OPI, AIV, CPT, SAM, WBA, CCRN, CVS, AVNS, VIVO, LMNX

COVID-19 UPDATE (ELECTION EDITION): Election night -- betting markets flip to Trump. Cyclical portfolio for Biden (23 stocks) vs Trump (27 stocks). New study affirms T-cell immunity
COVID-19 UPDATE (ELECTION EDITION): Election night -- betting markets flip to Trump. Cyclical portfolio for Biden (23 stocks) vs Trump (27 stocks). New study affirms T-cell immunity


(*) Please note that the stocks in the list above meet the requirements of our investment theme as of the publication date. We do not monitor this list day by day. A stock taken off this list means it no longer meets our investment criteria, but not necessarily that it is neutral rated or should be sold. Please consult your financial advisor to discuss your risk tolerance and other factors that characterize your unique investment profile.

Source: Fundstrat

27 “Trump White House” Stock ideas (**)

Ticker: LVS, MGM, PHM, TOL, CCL, NCLH, RCL, MAR, HLT, WH, WYND, SIX, LMT, NPK, DAL, JBLU, LUV, MTRX, NOV, EOG. PXD, GPRE, REGI, AGNC, NYMT, RMAX, ANDE

COVID-19 UPDATE (ELECTION EDITION): Election night -- betting markets flip to Trump. Cyclical portfolio for Biden (23 stocks) vs Trump (27 stocks). New study affirms T-cell immunity
COVID-19 UPDATE (ELECTION EDITION): Election night -- betting markets flip to Trump. Cyclical portfolio for Biden (23 stocks) vs Trump (27 stocks). New study affirms T-cell immunity


(**) Please note that the stocks in the list above meet the requirements of our investment theme as of the publication date. We do not monitor this list day by day. A stock taken off this list means it no longer meets our investment criteria, but not necessarily that it is neutral rated or should be sold. Please consult your financial advisor to discuss your risk tolerance and other factors that characterize your unique investment profile.

Source: Fundstrat

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