looking for a little yield, exposure to China in something besides commodities. None of these positions are big and all answer 1-800-get-me-out fast...
Yesterday Brain Acker on BNN likes energy and ag. He is a quant guy... ie he uses a formula based on earnings etc.. I have still only seen anger in the patch ... not despair.. Maybe I won't... don't know...
Blackmount guy on this AM also likes energy best...
I just don't know... meanwhile my shoes are down ....