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close video Ron DeSantis is Republican’s early 2024 frontrunner: GOP pollster Lee Carter

GOP pollster Lee Carter discusses potential 2024 presidential candidates, telling ‘Cavuto: Coast to Coast’ you can always tell who’s leading by who gets attacked the most, and Gov. DeSantis is that guy.

Wall Street is starting to love Florida Gov. Ron DeSantis’s prospects in the 2024 presidential election so much that it is already eyeing stocks that will benefit, as well as those that could tank, if he wins the White House.

Strategas Research Partners, an economic and market advisory firm run by the well-known market analyst Jason Trennert, is among the firms gauging the market impact of a DeSantis presidency, with a client report titled "DeSantis Winners & Losers Baskets." 

The report, published last week, was obtained and reviewed by Fox Business. It bases its research primarily on DeSantis’s policy positions as governor of Florida. It is yet another indication that major financial players are betting that DeSantis runs for President in 2024, can beat former President Trump in the GOP primary, and beat Joe Biden in the general election. 



Republican gubernatorial candidate for Florida Ron DeSantis with his wife Casey DeSantis speaks during an election night watch party at the Convention Center in Tampa, Florida, on November 8, 2022. – Florida Governor Ron DeSantis, who has been tipped (Giorgio Viera/Getty Images / Getty Images)

It’s also a sign that Wall Street thinks there will be market implications with a DeSantis victory given his record as Florida governor. According to the report, stocks it identifies as DeSantis winners are already outperforming those it identifies as DeSantis losers.

DESANTIS WARNS OVER CHINA REAL ESTATE INVESTMENTS: 'GOBBLING UP LAND' NOT IN FLORIDA'S BEST INTEREST

The report added that DeSantis is a slight favorite in the betting odds to win the Republican primary against Trump. "After DeSantis’ landslide victory in Florida, client interest about a DeSantis candidacy has increased, particularly around company risks and opportunities," the report said. "This makes sense, with DeSantis having non-traditional Republican policies."

"We expect President Biden to announce his candidacy following his State of the Union on February 7th," the report stated. "Former President Trump was out campaigning this past weekend. Nikki Haley will likely announce her candidacy in two weeks, and Florida Governor Ron DeSantis is indicating he is likely to get in the race." 



Former U.S. Ambassador to the United Nations Nikki Haley makes a speech at the United Nations Headquarters in New York, United States on November 01, 2018. Nikki Haley is expected to throw her name in the hat for the Repbulican Presidential Nominatio (Atilgan Ozdil/Anadolu Agency/Getty Images / Getty Images)

Financial advisers who have read Strategas research urge caution about making big market bets based on the report. First, while certainly considering a presidential run, DeSantis has yet to declare. In recent weeks he has been meeting with enthusiastic financial industry fundraisers, who believe he can beat Joe Biden or any other Democrat, while Trump can’t. The former President remains mired in various scandals and his reputation tarnished by his role in the January 6 riots.

US President Donald Trump speaks during a retreat with Republican lawmakers at Camp David in Thurmont, Maryland, January 6, 2018. Former President Trump remains mired in controversy. (SAUL LOEB/AFP via Getty Images)

STUART VARNEY: FLORIDA’S GOV. RON DESANTIS LOOKS LIKE A FUTURE PRESIDENT

But as Fox Business has reported, DeSantis has told donors it’s not his preference to get embroiled in a nasty primary battle with Trump for the GOP nomination, raising some doubts he will challenge the former President in a primary. Trump is the only GOP candidate to formally announce his intentions, and has already been targeting DeSantis with his well-known vitriol.

Also, financial advisers say some of the report’s conclusions are nebulous. Energy company ConocoPhillips is a DeSantis "winner" because of the Florida governor’s support of drilling of "fossil fuels like natural gas and crude." DeSantis is likely to reduce regulations that have curtailed drilling. 

But oil company profits have been soaring amid restrictions the Biden Administration has placed on the industry and its embrace of Environmental Social Governance investment mandates that are designed to reduce carbon emissions by restricting supply. The result has been an increase in energy prices, profits and soaring energy-company stocks. Since Joe Biden took office in January 2021, shares of ConocoPhillips have more than doubled to $108 per share, far outperforming the Standard and Poor’s 500 index of large company stocks.

Moreover, DeSantis’s market-related policies may not deviate much from Trump who during his four years in office where the former President cut taxes, reduced regulations but also picked fights with big businesses like Amazon founder Jeff Bezos, who owns the Washington Post, and AT&T, which until recently owned the left-leaning CNN cable network. 

DeSantis has famously feuded with Disney over its attacks against a state law that bans teaching sex education to toddlers. Strategas places Disney among the 19 DeSantis "loser" stocks. 

That said, the four-page report is a sign that Wall Street increasingly believes DeSantis could win the White House in 2024, and that clients should begin planning their portfolios to benefit from his policies.

Likewise, they should avoid and "short" or bet against stocks that will face DeSantis related headwinds, or those Strategas includeed in its "DeSantis loser basket." These are companies that Strategas says adhere to "woke," corporate policies, like the aforementioned Disney. Other companies in that basket include "vaccine makers," those that embrace so-called Environmental Social Governance or ESG investment policies, and those with substantial operations in China.













Ticker Security Last Change Change % DIS THE WALT DISNEY CO. 111.65 +1.80 +1.64%

Recall how DeSantis took on Disney even though it was one of the state’s largest employers but lost a major tax subsidy because of its opposition to the sex-ed law by removing its favorable tax status in the state. Strategas says DeSantis will probably use the Disney template nationally against companies that adopt similarly left-wing policies including an embrace of so-called Environmental Social Governance or ESG investing. 

Florida Gov. Ron DeSantis speaks on Nov. 19, 2022, in Las Vegas. (AP Photo/John Locher / AP Newsroom)

ESG promotes the reduction in the carbon footprint of asset-managers’ portfolio companies and other progressive political stances. But these mandates have increasingly come under attack from GOP elected officials who say it has led to higher gas prices and pushes a left-wing political agenda.

As governor DeSantis has recently targeted BlackRock, the world’s largest asset manager that has been at the forefront of ESG, pulling $2 billion in state money that was being managed by the firm. Strategas sees additional national regulations curtailing ESG if DeSantis gets elected. Because ESG investments often charge higher management fees than other stock-picking methods, BlackRock becomes a "loser" as those new regulations could depress profits.



Ticker Security Last Change Change % BLK BLACKROCK INC. 740.96 -1.47 -0.20%

Also on the loser list is Amazon and Apple, two corporate whipping boys of the right because they’re seen as woke Silicon Valley enterprises that have stifled conservative speech. Aple, meanwhile, has substantial manufacturing ties to China. Companies with ties to China are seen as "losers" in the Strategas report, given the nation’s geo-political ambitions and its role in the Covid pandemic. 

Ticker Security Last Change Change % AMZN AMAZON.COM INC. 102.11 -0.07 -0.07%AAPL APPLE INC. 154.65 +2.92 +1.92%

Meta, the holding company for Facebook, makes the loser list as well for censoring conservative opinions. Drug makers Pfizer and Moderna become DeSantis losers as well; Strategas sees a DeSantis administration as far less draconian in terms of COVID vaccine mandates, thus these companies will see falling profit margins. His Justice Department may also pursue claims that the companies inflated their efficacy, the report says.

Ticker Security Last Change Change % META META PLATFORMS INC. 191.62 +5.56 +2.99%PFE PFIZER INC. 43.60 -0.17 -0.38%MRNA MODERNA INC. 171.06 +0.79 +0.46%

The 19 DeSantis winners are stocks in the border security, defense and energy sectors, Strategas said. "We expect DeSantis to be a strong proponent of fossil fuels, but he is not opposed to renewables," the report added. "Other areas where DeSantis could be a positive are financial companies that avoid ESG and could benefit from deregulation."

 Of the latter, the big bank JP Morgan run by CEO Jamie Dimon, who has publicly criticized ESG, makes the list of stocks that will win under a President DeSantis. Defense manufacturers Lockheed Martin and Raytheon Technologies are winners as well because DeSantis is seen as increasing the defense budget.


Ticker Security Last Change Change % JPM JPMORGAN CHASE & CO. 143.65 +1.72 +1.21%LMT LOCKHEED MARTIN CORP. 468.33 -1.03 -0.22%RTX RAYTHEON TECHNOLOGIES CORP. 97.87 +0.22 +0.23%CXW CORECIVIC INC. 10.19 +0.09 +0.89%SOFI SOFI TECHNOLOGIES 7.38 -0.03 -0.40%

A company named CoreCivic Inc., that owns and manages private prisons, could see its business expand dramatically — and its share prices soar — as DeSantis focuses on policies to secure the southern border from migrant surges and the company benefits from government contracting.

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SoFi Technologies makes money processing student loans. A possible lift to its business, Strategas says, will be the end of President Biden’s student-loan forgiveness program under DeSantis. That means more fees for processing those loans. Strategas also predicts that President Joe Biden will announce his plans to run again in 2024 after tonight's State of the Union speech.

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Tech executive and his family die after sightseeing helicopter crashes in New York

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Tech executive and his family die after sightseeing helicopter crashes in New York

A family of five Spanish tourists, including three children, have been killed in a helicopter crash in New York City.

A New York City Hall spokesman identified two of those killed as Agustin Escobar, a Siemens executive, and Merce Camprubi Montal – believed to be his wife, NBC News reported.

The pilot was also killed as the aircraft crashed into the Hudson River at around 3.17pm on Thursday.

New York Police commissioner Jessica Tisch said divers had recovered all those on board from the helicopter, which was upside down in the water.

“Four victims were pronounced dead on scene and two more were removed to local area hospitals, where sadly both succumbed to their injuries,” she said.

The helicopter ended up submerged and upside down. Pic: Reuters
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The helicopter was submerged upside down in the Hudson. Pic: Reuters

A crane lifted out the wreck of the helicopter on Thursday evening. Pic: AP
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A crane lifted out the wreckage on Thursday evening. Pic: AP

The Spanish president Pedro Sanchez called the news “devastating”.

“An unimaginable tragedy. I share the grief of the victims’ loved ones at this heartbreaking time,” he wrote on X.

Rotor blade ‘flew off’

The aircraft was on a tourist flight of Manhattan, run by the New York Helicopters company.

Witnesses described seeing the main rotor blade flying off moments before it dropped out the sky.

Agustin Escobar and Merce Camprubi Montal.
Pic: Facebook
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Agustin Escobar and Merce Camprubi Montal.
Pic: Facebook

Lesly Camacho, a worker at a restaurant along the river in Hoboken, said she saw the helicopter spinning uncontrollably before it slammed into the water.

“There was a bunch of smoke coming out. It was spinning pretty fast, and it landed in the water really hard,” she said.

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Witness saw ‘parts flying off’ helicopter

Another witness said “the chopper blade flew off”.

“I don’t know what happened to the tail, but it just straight up dropped,” Avi Rakesh told Sky’s US partner, NBC News.

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Video on social media showed parts of the Bell 206 helicopter tumbling through the air and landing in the river.

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New York mayor confirms six dead

First responders walk along Pier 40, Thursday, April 10, 2025, in New York, across from where a helicopter went down in the Hudson River in Jersey City, N.J. (AP Photo/Jennifer Peltz)
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The crash happened near Pier 40. Pic: AP

New York Mayor Eric Adams confirmed the six deaths and said authorities believed the tourists were from Spain.

He said the flight had taken off from a downtown heliport at around 3pm.

Debris floats in the water at the scene where the helicopter crashed into the Hudson River.
Pic: AP
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Pic: Cover Images/AP

The crash happened close to Pier 40 and the Holland tunnel, which links lower Manhattan’s Tribeca neighbourhood with Jersey City to its west.

Tracking service Flight Radar 24 published what it said was the helicopter’s route, with the aircraft appearing to be in the sky for 15 minutes before the crash.

The Federal Aviation Administration and the National Transportation Safety Board have started an investigation.

Agustin Escobar.
Pic:Europa Press/AP
Image:
Agustin Escobar.
Pic: Europa Press/AP

Thursday’s incident comes less than three month after 67 people died when an army helicopter and American Airlines jet collided over the Potomac River in Washington DC.

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Ksenia Karelina: Ballerina arrives home in US after ‘nightmare’ of Russian penal colony

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Ksenia Karelina: Ballerina arrives home in US after 'nightmare' of Russian penal colony

A former ballerina who spent more than a year in a Russian jail for donating £40 to a charity supporting Ukraine has returned home to the US after being freed in a prisoner exchange.

Ksenia Karelina landed at Joint Base Andrews in Maryland at around 11pm, local time, on Thursday.

A smiling Ms Karelina was greeted on the runway by her fiance, the professional boxer Chris van Heerden, and given flowers by Morgan Ortagus, President Donald Trump’s deputy special envoy to the Middle East.

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Ksenia Karelina arrives Thursday, April 10, 2025, at Joint Base Andrews, Md. (AP Photo/Alex Brandon)
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Ksenia Karelina arrives at Joint Base Andrews. Pic: AP

Van Heerden said in a statement he was “overjoyed to hear that the love of my life, Ksenia Karelina, is on her way home from wrongful detention in Russia.

“She has endured a nightmare for 15 months and I cannot wait to hold her. Our dog, Boots, is also eagerly awaiting her return.”

He thanked Mr Trump and his envoys, as well as prominent public figures who had championed her case, including Dana White, a friend of Mr Trump and CEO of the Ultimate Fighting Championship (UFC).

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Ms Karelina, 34, a US-Russian citizen also identified as Ksenia Khavana, was accused of treason when she was arrested in Yekaterinburg, in southwestern Russia, while visiting family in February last year.

Investigators searched her mobile phone and found she made a $51.80 (£40) donation to Razom, a charity that provides aid to Ukraine, on the first day of Russia’s invasion in 2022.

She admitted the charge at a closed trial in the city in August last year and was later jailed for 12 years, to be served in a penal colony.

At a cabinet meeting on Thursday, Mr Trump, who wants to normalise relations with Moscow, said the Kremlin “released the young ballerina and she is now out, and that was good. So we appreciate that”.

Ksenia Karelina is hugged by her boyfriend Chris van Heerden.
Pic: Reuters
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Ksenia Karelina is hugged by her boyfriend, Chris van Heerden. Pic: Reuters

He said the release followed conversations with Russian President Vladimir Putin.

Russian security services accused her of “proactively” collecting money for a Ukrainian organisation that was supplying gear to Kyiv’s forces.

The First Department, a Russian rights group, said the charges stemmed from a $51.80 donation to a US charity aiding Ukraine.

Washington, which had called her case “absolutely ludicrous”, released Arthur Petrov, who it was holding on charges of smuggling sensitive microelectronics to Russia, in the prisoner swap in Abu Dhabi.

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Karelina was among a growing number of Americans arrested in Russia in recent years as tensions between Moscow and Washington spiked over the war in Ukraine.

Her release is the latest in a series of high-profile prisoner exchanges Russia and the US carried out in the last three years – and the second since Mr Trump took office.

White House national security adviser Mike Waltz said members of the Trump administration “continue to work around the clock to ensure Americans detained abroad are returned home to their families”.

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‘Gringo hunter’ shot dead by US fugitive in Mexico

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'Gringo hunter' shot dead by US fugitive in Mexico

An elite Mexican police officer from its so-called “Gringo Hunters” unit has been shot dead by a fugitive they were trying to arrest.

The dedicated team of elite officers follows and detains US criminals and suspects who are hiding in Mexico.

It had been trying to pin down a man in the northern Mexican border city of Tijuana, authorities said, when the man opened fire.

The head of the regional unit in Baja California state, 33-year-old Abigail Esparza Reyes, was hit in the shoot out.

Reyes, who had led the regional team for eight years and carried out more than 400 operations on US fugitives in Mexico, died from the injury.

Members of security forces work near a crime scene where a U.S. citizen shot and killed Abigail Esparza Reyes.
Pic: Reuters
Image:
Pic: Reuters

Members of security forces work near a crime scene where a U.S. citizen shot and killed Abigail Esparza Reyes.
Pic: Reuters
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Pic: Reuters

According to local media reports, the target of the Gringo Hunters was Cesar Hernandez, a convicted murderer who escaped from a California courthouse in December.

Upon arriving for a court appearance, Hernandez managed to jump out of the van and run away, the California Department of Corrections and Rehabilitation confirmed at the time.

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He was serving an 80-year life sentence but could have become eligible for parole.

Following the shoot out in Mexico on Wednesday, Hernandez again managed to getaway, this time in disguise as a worker, local media reported.

Members of security forces work near a crime scene where a U.S. citizen shot and killed Abigail Esparza Reyes.
Pic: Reuters
Image:
Pic: Reuters

For decades, suspects on the run in the US have crossed the border into Mexico.

In 2002 the Latin American country set up in cooperation with US law enforcement a dedicated squad to track down fugitives who cross the border.

The highly trained team has gained prominence in recent years and will be the subject of a new crime drama TV series expected on Netflix later this year.

Baja California state governor Marina del Pilar paid tribute to the killed police officer on social media.

“Abigail’s life will be honoured, and her death will not go unpunished,” she said.

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