Mauldin predicting recession

john mauldin, who write an investment newsletter is predicting
recession.

Some indicators I note are 1) that we have an inverted yield curve in
bonds and 2) the housing market is declining.

I am wondering what recession-proof investment strategies people are
planning on.

Using gold would be risky, considering that it fell from $800 to $350
in a single day in 1980.

There won't be time to profit from any limit sell orders with tape
action like that.

If there is a recession, my guess is it will hit the retailers first
and hardest. This would mean to get out of clothing companies like J
Crew and American Eagle. The problem is when. High-end retailers like
Abercrombie and Fitch, tend to be more resilient, though.

I plan to keep commodities at arm's length and only short term.

My guess is solid utilities that pay dividends might be the best play.

Comments from more seasoned investors (which includes just about
everybody) welcome.

--- sarp

.

Relevant Pages

  • Re: LVT dustup over at AngryBear
    ... >>> recessions since WW2 can be traced to a shortage of investment funds. ... >>the demand side and not enough on the supply side? ... recession, not a drop in demand--a drop in capital investment. ... >>> real purchasing power in the lower 4 quintiles ...
    (sci.econ)
  • Re: Bad day ahead on Wall Street after US auto bailout killed by Republicons -- early mornin
    ... slumped after the Senate rejected a bailout for American automakers, ... efforts to pull the economy out of a recession. ... Sydney-based head of investment strategy at AMP Capital ... Aug. 2, 1995, before trading at 89.65 in London. ...
    (alt.politics)
  • Re: LVT dustup over at AngryBear
    ... >investment that caused the economic slowdown, ... >recession, not a drop in demand--a drop in capital investment. ... For the third quintile,, ... Lowest quintile -0.22% ...
    (sci.econ)
  • Jim Rogers quits dollar after declaring US recession
    ... Jim Rogers quits dollar after declaring US recession ... Jim Rogers, the veteran investor who predicted the 1999 commodities ... Mr Rogers, who ranks among the world's best-known investment figures, ... "I do not want to sell Chinese stocks. ...
    (rec.sport.tennis)
Loading