Mother Nature certainly is a beast at times. Watching her ongoing treachery on the television is heartbreaking to say the least. Looking out the window, I see sporadic rain – which will continue for a few days – but nothing of the magnitude being experienced just a couple hundred miles away.
As my mind wanders a little due to the same images being replayed over and over, I can’t help but thinking of the economic impact of Harvey. Being resident in Texas, my portfolio has a little bias towards my home state. In a similar vein, which companies stand to lose – or gain – from this tragedy? I figured I’d lay out my thoughts – which probably are incomplete – as a basis for determining whether my portfolio can weather (pun intended) a storm of this severity.
