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It's not Greece. It's not Spain. It's not even the feared slowdown in China that has world economies headed back in the wrong direction. Instead, it has become that dreaded word "stimulus" that has returned to haunt and potentially destroy what may have initially survived the government induced intervention. Sure, there are those who for now won't complain. Like those that cashed in on the reemergence of national markets back in the green for the year. Still, any revival by the Federal Reserve or national government is guaranteed to be once again short lived.

Philip Silverman, Managing Partner at Kingsview Management, probably shined the proper light on the whole stimulus idea in an interview with CNBC's Asia "Squawk Box."

"We would expect that there is going to be some sort of movement out of the ECB... some sort of movement out of the U.S. to continue doing their stimulus, which really hasn't done anything substantial but they'll continue to try," he said.

His message maybe underscored by those who frighteningly push stimulus as being the economy's only hope, but its nonetheless true. Take back the temporary market gains every time more assistance is publicly offered and the only thing the helping hand by the Fed and national government has done is made our economy even more dependent on such assistance.

For those who still fail to witness the dangers of further economic aid, again consider the European Union is pushing for similar assistance. Overall, the union being comprised of a group of nation's we surely should not strive to imitate as far as fiscal policy.

As for trading in the midst of further stimulus, investors should strive to invest in discount stores and services such as Walmart (NYSE:WMT), Dollar Tree (NASDAQ:DLTR), Costco Wholesale Corp. (NASDAQ:COST), BJ's Wholesale Club (NYSE:BJ), Dollar General Corp. (NYSE:DG) and Family Dollar Stores (NYSE:FDO) as these companies should look more attractive in the face of the inevitable inflation as a result of having more money pumped into the economy.

Gold, off over $300 from its September high, could also be an attractive investment for investors flocking from the Euro and renewed fears of excess spending possibly plaguing the U.S. Dollar.

Source: Discount Stores And Gold Back In The Spotlight