ZT: Buy and sell

ppteam

1. Buy treasury bonds – the safehaven trade will return.
       2. Buy income-producing securities – high quality dividend names will be a safe place to hide.
       3. Buy consumer staples and foods – consumers won’t stop buying the necessities.
       4. Buy ’small luxuries’ – consumers are trading down.
       5. Buy the U. S. dollar – still the world’s safehaven currency.
       6. Buy eurodollar futures.

       1. Sell U.S. stocks in general – U.S. stocks are just too expensive.
       2. Sell home-builder and selected related stocks – home prices will fall 10% in 2010 and the stocks will tank with it.
       3. Sell big-ticket consumer discretionary equities -  consumers aren’t buying luxury goods due to the trade down.
       4. Sell banks & other financial institutions – the days of big bank profits and bailouts are over.
       5. Sell consumer lenders’ stocks – consumers will continue to deleverage.
       6. Sell many low- and old-tech capital-equipment producers.
       7. If you plan to sell a home or investment house, do so yesterday.
       8. Sell junk bonds.
       9. Sell commercial real estate – the real estate bubble is a slow motion train wreck.
      10. Sell most commodities – the dollar rally will crush commodities.
      11. Sell developing country stocks and bonds – there will be no decoupling.

olderfrog

to support this, me, a consistent fellow member of wrong way crowd since 2000, is buying house

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busywind

thanks

coexist

ts9

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guyuxiao

WOW!

itsme

asap

neo

thanks