Education stocks rallied because of the expectation and numbers that show a mass reeducation of the public, but that is only one facet of the new administration in office.
Drugs and health care are going to be what energy was to the Bush administration. And energy will always be what it always has, the lifeblood of commerce.
As proof, PFE rallied after announcing the massive buyout/merger of Wyeth. That usually doesn't happen unless Time Warner announces itself being sold to AOL.
I am not placing this trade as of yet, but this would definitely be for the venturesome: Long Drugs/ Short Education
or what I call the Pink Floyd trade.
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