With the midterms coming in a few months and the presidential primary/election kicking off right after it seems like a safe bet that all campaign spending records will be broken and I'm wondering how to get exposure to the companies whose earnings are likely to rise as a result.
Seems like Google/Facebook should do well, maybe media companies. Also trying to think about companies that produce the ads themselves or do the focus testing, research and analysis for the political parties.
Any thoughts?
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