Market Overview

What Gary Shilling is Selling in 2010

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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-...

Posted-In: 2010 outlook banks financials Gary ShillingShort Ideas Global Economics Markets

 

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