#180
Alpha Score 76.2
Bruce Blakeman
Nassau County Executive
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 20
$16.74
+29.7%
"My policy in Nassau County has been to work with ICE... We will move in just one year, 2000 illegal migrants with criminal records... I would issue an executive order my first day in office saying that New York State is no longer a sanctuary state." A shift from "Sanctuary State" policies to active ICE cooperation and mass deportation (specifically of those with criminal records) increases the demand for detention beds and processing facilities managed by private prison operators. LONG private detention REITs. Legal challenges to executive orders; federal vs. state jurisdiction conflicts.
"My policy in Nassau County has been to work with ICE... We will move in just one year, 2000 illegal migrants with criminal records... I would issue an executive order my first day in office saying that New York State is no longer a sanctuary state." A shift from "Sanctuary State" policies to active ICE cooperation and mass deportation (specifically of those with criminal records) increases the demand for detention beds and processing facilities managed by private prison operators. LONG private detention REITs. Legal challenges to executive orders; federal vs. state jurisdiction conflicts.
Other
Long
Feb 20
$60.50
-10.0%
"We are 50% more in energy costs than the state of Pennsylvania... eliminating all of the silly mandates... plus the taxes that are put into your utility bills." Blakeman cites Pennsylvania (a major fracking/natural gas hub) as the economic model to emulate. This implies that the "mandates" (renewables) are the problem and cheap fossil fuels (Natural Gas) are the solution. A political shift toward this view benefits PA-based gas producers who supply the region. LONG Marcellus Shale/PA natural gas producers. Continued regulatory blockades on pipelines into NY; volatile natural gas prices.
"We are 50% more in energy costs than the state of Pennsylvania... eliminating all of the silly mandates... plus the taxes that are put into your utility bills." Blakeman cites Pennsylvania (a major fracking/natural gas hub) as the economic model to emulate. This implies that the "mandates" (renewables) are the problem and cheap fossil fuels (Natural Gas) are the solution. A political shift toward this view benefits PA-based gas producers who supply the region. LONG Marcellus Shale/PA natural gas producers. Continued regulatory blockades on pipelines into NY; volatile natural gas prices.
Energy
Long
Feb 20
$13.26
+78.0%
"My policy in Nassau County has been to work with ICE... We will move in just one year, 2000 illegal migrants with criminal records... I would issue an executive order my first day in office saying that New York State is no longer a sanctuary state." A shift from "Sanctuary State" policies to active ICE cooperation and mass deportation (specifically of those with criminal records) increases the demand for detention beds and processing facilities managed by private prison operators. LONG private detention REITs. Legal challenges to executive orders; federal vs. state jurisdiction conflicts.
"My policy in Nassau County has been to work with ICE... We will move in just one year, 2000 illegal migrants with criminal records... I would issue an executive order my first day in office saying that New York State is no longer a sanctuary state." A shift from "Sanctuary State" policies to active ICE cooperation and mass deportation (specifically of those with criminal records) increases the demand for detention beds and processing facilities managed by private prison operators. LONG private detention REITs. Legal challenges to executive orders; federal vs. state jurisdiction conflicts.
Other
Long
Feb 20
$180.01
+43.2%
"Tariffs... is focused back on manufacturing jobs, on creating a level playing field with respect to trade." Blakeman confirms the political will to maintain or increase protectionist tariffs. This creates a moat for domestic industrial and steel manufacturing companies by making foreign competitors more expensive. LONG domestic manufacturing and steel producers. Retaliatory tariffs from trading partners hurting US exports; Supreme Court ruling limiting Executive power on tariffs.
"Tariffs... is focused back on manufacturing jobs, on creating a level playing field with respect to trade." Blakeman confirms the political will to maintain or increase protectionist tariffs. This creates a moat for domestic industrial and steel manufacturing companies by making foreign competitors more expensive. LONG domestic manufacturing and steel producers. Retaliatory tariffs from trading partners hurting US exports; Supreme Court ruling limiting Executive power on tariffs.
Other
Long
Feb 20
$177.23
-1.7%
"Tariffs... is focused back on manufacturing jobs, on creating a level playing field with respect to trade." Blakeman confirms the political will to maintain or increase protectionist tariffs. This creates a moat for domestic industrial and steel manufacturing companies by making foreign competitors more expensive. LONG domestic manufacturing and steel producers. Retaliatory tariffs from trading partners hurting US exports; Supreme Court ruling limiting Executive power on tariffs.
"Tariffs... is focused back on manufacturing jobs, on creating a level playing field with respect to trade." Blakeman confirms the political will to maintain or increase protectionist tariffs. This creates a moat for domestic industrial and steel manufacturing companies by making foreign competitors more expensive. LONG domestic manufacturing and steel producers. Retaliatory tariffs from trading partners hurting US exports; Supreme Court ruling limiting Executive power on tariffs.
Other
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