Date updated:05-07-2008
After five years of underperformance I think the Untied States has become a value asset, explains Cortes. Two major financial burden have been weighing on the Untied States; 1) self-financing the war on terror and 2) the US has been the lone provider of liquidity to the world. Both of those factors are starting to dissipate. Spending on the war is at least starting to plateau and the Fed has indicated that rate cuts are mostly over. That weighs in favor of the United States. I think you can be long the dollar, he concludes.

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MCD
Mcdonald's Corp - $60.38
- +0.89%
- $59.57
Look at more domestically oriented companies to outperform the mega-exporters. I’m not interested in McDonald’s (MCD) or Coke (KO).

-
KO
Coca-cola Co (the - $49.66
- 0.00%
- $49.01
Look at more domestically oriented companies to outperform the mega-exporters. I’m not interested in McDonald’s (MCD) or Coke (KO).

-
WMT
Wal-mart Stores - $49.93
- 0.00%
- $50.38
Instead, look toward Wal-Mart (WMT) and (UPS) and part them on the short side with ETF's of the foreign countries such as iShares MSCI Germany Index Fund (EWG) or the iShares MSCI Spain Index (EWP).

-
UPS
United Parcel Ser - $52.56
- 0.00%
- $52.37
Instead, look toward Wal-Mart (WMT) and (UPS) and part them on the short side with ETF's of the foreign countries such as iShares MSCI Germany Index Fund (EWG) or the iShares MSCI Spain Index (EWP).

-
EWG
Ishare Msci Germa - $20.26
- 0.00%
- $19.99
Instead, look toward Wal-Mart (WMT) and (UPS) and part them on the short side with ETF's of the foreign countries such as iShares MSCI Germany Index Fund (EWG) or the iShares MSCI Spain Index (EWP).

-
EWP
Ishare Msci Spain - $40.96
- 0.00%
- $40.621
Instead, look toward Wal-Mart (WMT) and (UPS) and part them on the short side with ETF's of the foreign countries such as iShares MSCI Germany Index Fund (EWG) or the iShares MSCI Spain Index (EWP).
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A. did he say what kind of jobs, ya wouldnt
know who benefits if he didn't say what
industries. we can all make
"predictions" on stimulus. and
if there were jobs being created, the
news media, namely our favorite to hate,
cnbc, would have been pumping the story
for days, and pom poms bartiromo would
have these ceo's on the wsj report on
sunday morning telling everyone where
the jobs are,,,,,,,,,but their
not......... joe biden, talking up his
boss's hopeium den.......
A. The only one I own : SLX,
too hard pick a winner out all of them
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