What Gary Shilling is Selling in 2010

Gary Shilling has said his piece for 2010, and eleven specific areas are 'sells' in his view. Here's what Shilling suggests NOT owning this year:

1. U.S. stocks in general
2. Home-builder and selected related stocks
3. Big-ticket consumer discretionary equities
4. Banks & other financial institutions
5. Consumer lenders' stocks
6. Low - and old - tech capital-equipment producers
7. Home or investment houses
8. Junk bonds
9. Commercial real estate
10. Most commodities
11. Developing company stocks and bonds

Sourced: http://www.marketwatch.com/story/dow-15000-by-2011-dont-bet-too-quickly-...