General Stock Ideas

[gfp927z]

Bigworld, It may still be early, but your shorting strategy is starting to make a lot more sense based on the relatively high probability of war with North Korea next year.

The 3 month reprieve on the debt ceiling has reduced the near term market risk, so stocks may go sideways or continue their gradual sleep walk modestly higher. But as we get toward year end the risk level starts climbing again.

The Korean situation reminds me of the 2007 period when you could see a train wreck coming and the problem just wasn't going away. I think Rickards is probably right about the inevitability of a shooting war with N Korea.