Prepare your Portfolio for Election Night

The results of tonight's Presidential and Congressional elections are going to have an immediate impact on almost every publicly-traded U.S. company, as voters choose between two parties with vastly different platforms. This will create plenty of investment opportunities in the coming weeks for those who are prepared to trade off of tonight's results.

Today, we're revisiting our Political Beta, Corporate Lobbying, and Government Contracts datasets, which all give unique insights into how companies could be affected by the election and the next four years of legislation.

Click the links below to browse the three datasets:

Political Beta

We have been scraping election betting market data since May 2019 and using it to calculate "Political Beta", the correlation between a stock's daily prices changes and the daily changes in a given presidential candidates election odds. This gives a single number that can be used to predict how different stocks or sectors will be affected by tonight's election outcome.

The graph below visualizes this data, with companies/sectors in red showing a stronger positive correlation with Trump's re-election odds, while blue represents a positive correlation with Biden's chances.

Click here for more details and analysis on the Political Beta data.

Corporate Lobbying

Tracking lobbying spending is the easiest way to see which legislative issues are most important to a company. Nearly a billion dollars has already been spent by publicly traded companies on lobbying in 2020, the most since 2008.

With our lobbying search tool, you can quickly find which issues are most important to any company, and find insights on which companies might be most impacted by different legislative agendas.

Government Contracts

Many companies rely on government contracts for funding and revenue, especially in the industrials and healthcare industries. Companies who receive large amounts of money from government contracts are some of the most likely to be strongly affected by changes in the political landscape. With our government contract dashboard, you can easily track which companies have been receiving the most funding, and how that funding has trended over time.

Keep an eye on the businesses that have had the biggest changes in government contract money between the Obama and Trump administration. While some of these changes have been situational (e.g. COVID-19 relief for airlines), political priorities have been a big factor for many others.

Contact Us

We'd love to hear more about how you've been using our site to guide your own trading decisions on Election Day, and what we can do to improve our platform. Please reach out to us at [email protected] with any questions, comments, or suggestions. Thank you for your support!