OK, Here Is What To Play..
OK we are beyond politics here. Bringing out the Crystal Ball .. but this is like shooting ducks in a barrel. Here are the plays now that Obama and the Democrats are in Control….
Buy Caterpillar… there are going to be tons of building projects funded by the Government.. they are in a great position.
Sell anything related to Coal and I do mean anything…. Electric power, mining, rail….
Sell anything related to for profit health care… buy long term puts..1 to 2 years out.. we are going to make a fortune hear. Health Care is going to get hosed.
In fact buy any puts 1-2 years out. You will clean up…
Go long on Oil as a commodity…the Companies are going to get hit hard though.. short term turbulence but long term up tick on the commodity…
Go short on commercial real estate…. Real Estate is not going to recover for at least 3 to 4 years..
Go short on most of the economy and stay long on cash… we are in for the roughest time economically since the 20’s… hang tight and I will guide you through this though…
Go long on food commodities… food prices are going to go up….
Will have to see what else shakes out.. but it is going to be choppy. Look for the Dow to do the dead cat bounce and then plummet as foreign assets pull out of the US.
Go short on Military suppliers… buy puts…
What else… get ready to get rocked with bad news in Jan-Feb time frame and do not be in the markets heavy in anything then….
That is it for now….
