Bull is still in the full control. minor corrections can not stop its pace. The rally may go further as the general economoy indeed improved, but everyone should proceed with great caution. I do not suggest initiate any short positions at this point, the buying spree may occur due to the fear of missing the rally.
Next year will be very interesting, we may see the huge volatility comes back when the governments exit from their existing stimulation plans.
personally I prefer stocks showed less volatility and more downside-protected in the past 1-2 months
commodity/transportation related:
GLNG (it's winter, gas is cheap now)
SLW (silver)
more risky :
NG (gold)
GSS (still gold)
emerging market
FXI (China still rocks)
private equity
KFN (PE plays)
Other: ODP, CROX , FEED, PWAV |