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  • Fundamentals Suggest Oil's Headed Much Higher [View article]
    Buy nat gas drillers and E&P companies with proven reserves. People have to start switching over. $500 bucks is a little too steep though, not to mention the massive recession we hit before we get anywhere close to that number. There is a price where people just don't buy, and all the excess capacity from a termendous amount of new drilling projects and substitutes will start to come on line. 2012-2015 range. People find a job closer to home, buy a scooter, ride a bike, etc. Believe me they will with $20 a gallon gas. I might even ghet rid of my SUV.
    Jan 01 18:56 pm |Rating: 0 0 |Link to Comment
  • Korn Ferry, Monster, Heidrick & Struggles: Recession Risk Not Priced In [View article]
    Good Analysis. You should get short SFN, KFRC, CBR, SAPE, MPS, ANSR, RHI, BE and CDI as well. It is very easy to fire contractors without paying unemployment or issuing press releases. Check out what all these companies did in 2000-2001. Rising unemployement, jobless claims and continuing claims supports your thesis as well.
    Dec 27 17:46 pm |Rating: 0 0 |Link to Comment
  • Seven ETFs For a Falling Dollar [View article]
    What about the DXDDX. I know it is a mutual fund but come on.

    The Dollar Bear 2.5x Fund seeks daily investment results, before fees and expenses, of 250% of the inverse (or opposite) of the price performance of the U.S. DollarĀ® Index.
    Sep 24 15:36 pm |Rating: 0 0 |Link to Comment
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