beabaggage

What I'm Selling (and Buying) in the Market Turmoil

There is not going to be any money for the greenies, we are giving it all to the bankers and wall street. So oil and the cash flow it generates in safe countries like CN will be king. HON, GE have too much with aerospace too, the plane cycle will slow dramatically. These companies will also be hit by a wait-and-see order strategy by their customers who are not going to spend unless they see a return or can borrow to do so.