Well it is time to buy Medicaid Servicers like Centene (CNC) and Hospital Stocks like Tenet (THC) because Obamacare is are very real reality going forward. You might also see some companies saving a good bit of expense by dropping their insurance plans and making people buy from the "exchanges."
The only thing Obama better not mess with is the shale oil boom. If the EPA jumps all over fracking we will be back to begging Saudi Arabia for oil and having to fight wars in the Middle East every few years. Hopefully all this "green energy" talk I keep hearing means a move to Natural Gas as our fuel of choice for the next few decades.
The idea of an energy independent America is something that really needs to be explored. Imagine if we can get gas prices down and convert our power plants to Natural gas and nuclear. We would even be a net exporter of energy and reverse some of our trade imbalance. Finally, we would finally not need to be policing the Middle East very much at all. This is a good thing because we won't need to fight a war there anytime soon. But it will also be bad because without us snooping around the Jihadis are taking control from the kleptocracies. The next 9/11 might be launched out of Syria or Egypt.
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