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Risks & Opportunities

In year four of the Trump presidency, political opportunity and risk especially are concentrated in these industries:

 

Agriculture

  • Anti-Trust Actions

Chinese Exports and Imports

Defense

  • Shipbuilders

  • Cybersecurity

Energy

  • Liquid Natural Gas Transporters

  • Oil Exploration and Production

  • Coal and Coal-fired Utilities

  • Wind and Solar

 

Financial Services

  • Large Money Center Banks

  • Regional and Community Banks

  • Student Lenders

  • Specialty Financial Services

Telecommunications and 5G

Health

  • Pharmaceuticals and Biotech

  • Health Insurers

  • Hospitals

  • Medical Devices

 

Infrastructure

  • Road Builders

  • Aggregates

  • Engineering

Metals

  • Aluminum

  • Steel

Social Media

  • Google

  • Facebook

Transportation

  • Trucking

  • Automobiles

  • Airlines

Capitol Analysts Network addresses these and other industries. See archives for a sample past reports.