Sunday, September 14, 2008

Goodbye to Lehman, Merrill Lynch and Wamu . . .

There will be more to come, but here are two more from our entry “How do the dominoes fall?” which was added last month. Sorry we didn’t included Merrill, mistake on our part, but if we were to include all the banks and financial companies (oh yeah builders too watch as those dominoes begin their tumbling act) who will soon be read their last rights the list would simply be too long to comprehend. Buckle up the ride starts to move faster in the very near future.

Below are lists we first started sharing with clients about 18 months ago, sometimes right on, sometimes not so much . . . at least not yet :)


Positive things ahead for:
pawn shops
paycheck advance stores/check cashing
consignment shops
medical (more sick people coming but long term govt caps this area)
solid small and regional banks
Target
Wal-Mart
silver
"green" technology
Toyota
Mc Donald's
Chik fil a
Home depot
Hemcon
smart creative non risk adverse people
smaller more agile companies
Blockbuster
fast food
alcohol
tobacco
vices of any sort
medical providers
funeral homes
cemeteries

Negative things ahead for:
most large financial service companies
mortgage companies
Starbucks
most insurance companies of any sort
high end retailers
builders
construction related fields
developers
most prop mgmnt companies
domestic auto
real estate related companies
idiots, those who can't think or refuse to do so
big slow to maneuver entities
movie theaters
amusement parks
high end restaurants

Enjoy the week – learn something to improve yourself and your life and then share it with others!