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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Lazarus_Long who wrote (86744)9/21/2007 4:38:07 PM
From: Perspective  Read Replies (1) of 110194
 
Cruise lines a good idea. Lotsa debt, too.

I reiterate - I really don't know if stocks go up or down in terms of the indices now. However, there are a few no-brainers, and they tend to fall into a couple distinct categories:

1. Companies with non-dollar denominated expenses but dollar-denominated revenues
2. Companies with dollar-denominated expenses but non dollar-denominated revenues

I'm unsure about market direction given the push to trash the currency, but short type 1 companies paired with long type 2 companies seems like it has to work, whether we get recession or not.

Type 1: airlines, trucking, retail, restaurants, cruise lines
Type 2: software, metals, basic materials?

Need more help!

BC
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