I think companies that will benefit from Tarrifs benefit from a Trump win and are hurt by a Harris win.
The other thought would be defence contractors the war in Ukraine is good for them. Trump in power likely reduces US support for the war machine while Harris is status quo.
Even though Harris is Status quo some of Trump winning is already priced in. Though If you want to gamble on the election why not do it directly? There you are just picking a winner rather than picking a winner and trying to determine how the public / market will react to said person winning.
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