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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: shades who wrote (67281)8/2/2006 11:30:46 AM
From: John Vosilla  Read Replies (1) of 110194
 
One interesting thing in Leeb's latest book was the thought that some large caps like Intel with heavy exposure to fast growing Chindia will benefit this time instead of small caps exposed to slow growing USA. In the 1970's the heavy spending boomers coming of age made the USA the place to be.

I do like distressed RE way below market any time it is available and oil patch RE for buy and hold as inflation protection. Plus energy, gold and stuff like Pfizer, Intel and JDS Uniphase in October when the stock market crashes..
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