A Guy To Watch: Gary Schilling

Gary Schilling nailed it last January; here are his 2008 investment strategies:

1. Sell or sell short homebuilder stocks and bonds.
2. If you plan to sell your home, second home or investment houses anytime soon, do so yesterday
3. Sell short subprime mortgages.
4. Sell or sell short housing-related stocks.
5. Sell or sell short consumer discretionary spending companies.
6. Sell low-grade fixed-income securities.
7. Sell or avoid most commercial real estate.
8. Short commodities.
9. Sell or sell short emerging market equities.
10. Sell emerging country bonds.
11. Buy the dollar before long.
12. Sell or sell short U.S. stocks in general.
13. Buy long Treasury bonds.

Via clusterstock.