The elections in the US are on November 3. Previously there will be two debates that could anticipate movements in prices, September 29 and October 22. It depends who wins, this will favor some actions and harm others. In this part we are going to see a little of Biden and what stocks will benefit if he wins.
Biden plays to the extremes, to the traditional sectors, but also to the emerging ones. From the marijuana industry to heavy machinery, through construction, mining and agriculture.
So the selected companies are companies with tradition, but embarked on the innovation of new production segments. That they have close political ties and would be favored by any extra government spending in sensitive sectors. These are dependent subsidies, but also self-sufficient. And a better relationship with China would favor them.
Although we know that cannabis companies are going to be very favored, I am not very into the subject to be able to talk about them and I prefer not to invest in what I do not know well, if I had to bet a little blindly, I would like planet13. But like I said before, I'm not really into this.
Without further ado, let's go with the companies that I like if Biden wins:
- CATERPILLAR (CAT)
The 2 trillion environmental New Deal proposed by Biden would have beneficiaries in the capital-intensive industry, such as Caterpillar, which is developing a line of machinery for the Solar Industry. The company developed turbines for the Solar industry in a new business unit that failed to mature under the Obama administration. The "CAT Panels" are at the forefront in the American market, and could benefit the most if Biden is elected and executes his mega-plan of energy reconversion.

- TESLA (TSLA)
There can be no energy reconversion without the automotive industry. Its factories, which are considered the largest in the world, could be significantly favored by new energy subsidies. How Obama favored the company with $ 550 million

- ADECOAGRO (ADGO)
Biden suggested that new energies from Bio-Gas, as well as Ethanol and BioOil, would be favored in the environmental New Deal scheme. According to Biden, the United States must get its farmers to use their corn production not only for food but also for power generation. This scheme could favor all companies with a BioFuel energy production structure, such as Adecoagro

- HOME DEPOT (HD)
Biden committed to a double New Deal, one for traditional construction, infrastructure, and the other environmental, to reconvert the energy matrix. Its campaign axis revolves around a new boom in the real estate sector, and that will favor companies like HomeDepot specializing in parts and construction of houses.

- BHP MINNING (BHP)
The boom in renewable energy at the hands of Biden's environmental New Deal, would have a commodity sensibly favored, and it is Silver. What is an input of abundant use in the "Photovoltaic cells" that all solar panels have. Silver could return to massive industrial use, such as In the past, but this time with an environmental purpose.

To this list we could add all the Chinese companies such as Bidu, Baba ACH, PTR and CHL among others. But I could leave this for another post if I see that you like the idea.