fsckr

Nine Ways to Profit in 2009

Pretty interesting shorts but be extremely cautious of the assumptions and be prepared to think fast.

For example here's a fellow trader's thesis in March '08:
- The consumer is in trouble and because of this retailers will suffer in second half of '08
- The most hardest hit consumers are those at the bottom of the ladder
- The stores they shop at: Walmart, Family Dollar & Dollar Tree will bear the brunt of the demand destruction

Oh how wrong he was!

A flaw in the combination of assumptions can cause one to lose *big*