Here's an Election Day prediction I feel comfortable making. Hillary Clinton or Donald Trump will be the next president. A win by Gary Johnson or Jill Stein would be a bigger upset than the U.S. Olympic Hockey team beating the Soviets at Lake Placid in 1980.
And regardless of who the next inhabitant of the Oval Office is, investors are betting that either Trump or Clinton will look to spend more on much of America's physical infrastructure -- bridges, highways and the like.
That could be good news for one sector of the U.S. economy -- steel.
U.S. Steel (