Wow, this market is just absolutely brutal. I was in High School when the dot com bust happened, and I remember the harsh reactions and in particular my brother who was working as a web developer at the time describe the carnage. It was nothing like this. This is unprecedented, and actually puts into question our thinking about the entire economic system. I’ve never been a big fan of credit, I avoid debt like the plague. I don’t have a mortgage, my car loan is two months from being paid for (my car has about 60,000 miles on it), and after that it’s just some of my student loans that I have left to pay off. In short, I feel just a little more comfortable in a scenario like this.

But the fact of the matter is if you think the economy will ever bounce back, then start hunting for yields. Look for stocks that have been crushed for no good reason. Look for stocks that have been time tested performers and deal in a business that’s relatively recession proof. People will still buy food and they’ll still need razors and tampons at the end of the day, but they may be willing to shift down to a one car household.

Dividends may be taking a serious hit since much of their power was derived from the financials, but theres other opportunity out there.

This entry was posted on Friday, October 10th, 2008 at 2:22 pm and is filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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