RE: The Dow Jones Doesn't Look Good, THE Big Short Is Looming

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The Dow Jones Doesn't Look Good, THE Big Short Is Looming

in money •  7 years ago 

I've gone short Facebook, but do believe we have another leg up on this bull so trend carefully. Growth stocks have led for the past decade + now, which means a rotation into value will occur, and Energy, materials, financials and industrials is where value can be had. Every great bull has ended with inflation from hard assets and big moves in materials, Energy as they are of course a hedge against inflation. Bitcoin, Alts fit into this category now, and should see some of this $ that will be rotating. If you look at market caps of Facebook, Google etc, and we see a 10% migration from QQQ, that would lead to huge gains within "depressed" value stocks. Going short tech, long energy and materials, then rotate too Long portfolio of crypto and tradtional rising divended plays, staples and utilities, should help weather any major depression in equities...

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