Financial markets look beyond the human tragedy of events of like the Sendai earthquake.  When events like this strike there are two distinct effects.  The first is a knee jerk move to incorporate the costs of just such an event.  Over the longer term there will be very different effects on various sectors.  This morning we came across a number of items looking at what sectors (and companies) could benefit from the rebuilding of Japan and the supply disruptions therein.  In today’s screencast we look at some sectors that will be affected over the long run.

Items mentioned in the above screencast:

Japan, and world markets, are in a very different situation than when the Kobe earthquake hit. (ROI)

Japan needs timber.  (Confessions of a Macro Contrarian)

Japan needs gas (natural).  (FT Alphaville)

If nuclear is dead what company has a lot of gas?  (Todd Sullivan)

Ford (F) and GM (GM) set to benefit from Japanese supply disruptions.  (Doug Kass)

The bounce in solar stocks.  (24/7 Wall St.)

For solar stocks what about the subsidy issue?  (Herb Greenberg)

Daily price chart of the Guggenheim Solar ETF (TAN).  (Finviz)

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