And for You Bears

Karlgaard, Rich
January 2008
Forbes Asia;1/7/2008, Vol. 4 Issue 1, p63
The article offers some down-market defensive strategies shared by "Forbes" magazine columnist Gary Shilling. Home builders trade at book value today but sold for half of book in 1991. Sell any residential real estate or land that is not intended to keep for the long haul. Short or sell companies that make big-ticket consumer items like cars.


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