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Strategies & Market Trends : The Stock Market Bubble

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To: Les H who wrote (750)7/20/1998 10:09:00 AM
From: Box-By-The-Riviera™   of 3339
 
Some short ideas.......in short order.

International heavy equip and chemicals..... such as DE, CAT, CUM, Du Pont etc etc....

ALL farm related issues.....

Shipping....truckers and containers when US Consumer sentiment turns negative.....probably Jan....or shortly before the end of the christmas rush....

BANKS.... when real estate prices begin to falter.... probably after a rising trend in unemployment begins to develop....and a slow down in hotel room rack rates and bookings (already beginning to appear)....yes hotel stocks/reits are presently ripe.

All tech stocks who currently show declining margins.... especially if CAPEX spending by corporations show any significant decline....
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