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Today's Winners May Be Tomorrow's Targets

By Jim Cramer

About this article:
Here's what people are thinking. They are looking at what is up on their screens, and they are saying, "Will Obama come after these winners tomorrow?" Oil is up. That's a natural one to hammer, isn't it? He could come out tomorrow with a huge carbon tax. Abandon Peabody Energy! The banks are up. You know that Tim Geithner's not going to stand for that. He's a populist, and the reporters who tell him what to do will no doubt say that he'll be seen as rewarding Goldman'sLloyd Blankfein and Bank of America's Ken Lewis -- public enemies all -- if he doesn't come out tomorrow against the banks. The drillers are up. Ban drilling? And Aflac's up. Shouldn't he come out and rail against undercapitalized insurers? Shouldn't the defense contractors be down more? We don't want war profiteering, do we? Look, this is getting serious. You...

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