Thursday, May 28, 2009

Don't worry, still a bear

Don't let today's column fool you. I am still bearish but tunnel vision is a dangerous thing. Today I presented a few things that keep me on my toes. I won't rehash them here as feed readers of this blog can just visit and click the link (my face). It's free!

Here are a few column follow-ups:

1- Restaurants - Panned them a week early it seems. Sector index now at big resistance and Mickey D's CEO said "bottom, what bottom?"
2- Retail - Flipped me the bird this week but I stand by my story that this sector is heading down

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