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Jason Schwarz
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Jason Schwarz authors the popular Economic Timing investment newsletter. His fundamental and technical research has become a primary resource for hedge funds and individual investors. 

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  • Swine Flu 0 comments
    Apr 29, 2009 3:10 PM | about stocks: GSK, GILD

     I realize how small the numbers are for this swine flu but I think investors should understand the psychology involved. It's called swine flu. Just the name sends shivers running right through you. Apparently the Egyptian's are beginning to slaughter all 300,000 pigs in the country even though they have zero documented cases! Unfortunately, I think human nature is going to win this one for a while and we will hear more about the swine for weeks to come. Very difficult to short the swine stocks. Probably a better idea to hold some GSK and GILD longs just in case. In an era of 24 hour news channels, the talking heads love a good scare like swine flu. This has the potential of becoming the most overhyped story of the year. Be on the lookout...


    Stocks: GSK, GILD
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