Light at the end of the Tunnel

Ladies and Gentlemen, Baltic Dry Index is up. Assuming the governments of the various important economic powers do not screw things up (I know, that is asking a lot of them.), this recession will be over within 18 months. Now is the time to buy. I recommend the following:

Dry Ships, Inc. (DRYS) They have shipping down to a science.

Whole Foods Market, Inc. (WFMI) They are at historic lows and poised for a huge rebound.

Vaalco Petroleum (EGY) As the oil prices spiked they plowed their increased profits in to more equipment and increased exploration. When oil prices fell they were already in a good position. Now that economic activity is increasing and oil prices begin to rise again they will only see good numbers.

Linear Technology Corp. (LLTC) This fabulously run analog circuit company sells to almost every hi tech company that makes consumer goods, and no one customer makes up more than 10% of their sales. If you own a DVD player, a computer, a car, a telephone, a microwave, or a printer it is likely you have several of Linear's parts in your stuff. As the recession comes to a close they are ready to meet pent up demand.

California real estate. I know, it is capital intensive, but we are not going to see prices this low ever again (this assumes, no plagues, wars, raptures, or major earthquakes.)

As always, I recommend silver coins as a hedge against the certain future (in the long run)economic collapse. As a patriot I recommend the American coins but you will pay a hefty premium above the New York spot price if you buy them. The Austrian "philharmoniker" 1,5 Euro is the same purity and weight but will cost you less.