The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Lazarus_Long who wrote (86711)	9/20/2007 9:14:36 PM
From: Perspective	Read Replies (1) of 110194

It looks the the stock markIt is now pushing anyone with primarily dollar-denominated revenues but non-dollar inputs into downtrends. With the dollar being sacrificed and real economic activity in decline, domestic transport companies are really getting squeezed on both sides: weaker revenues and rising fuel costs. Same for airlines it would appear. The Dow stocks seem pretty immune, though. Several with lots of international sales and little in the way of input costs to worry about. I'm interested in suggestions of companies that will be hurt worst in a weak dollar environment - they seem to be the no-brainer shorts. They go down if the e-con-o-me tanks, or if the dollar continues to be weak. They're in a lose-lose situation. Anybody see any others besides trucking and airlines in this predicament? Perhaps big retail - like WMT? BC

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