Recessionary Equity Strategies: Having It All [View article]
got to be hedged no matter what if you're going long. i have been saying go long "cheap" consumer names for a few months now, for a trading down effect as consumers trade down to cheaper alternatives. here are the beneficiaries: www.marketfolly.com/20...
Recessionary Equity Strategies: Having It All [View article]
and then some short ideas to complement: www.marketfolly.com/20...