TDI Podcast Replay: China Stimulus, FOMC and Stocks That Could Fly (#279)

December 27, 2012 10:30 am

China’s economy continues to slow, stimulus measures are everywhere. Stocks are reacting favorably to the notion that the FED is about to unleash a new round of QE. Woman are still spending and the big announcements this week: Apple and German courts on the 12th. Some stocks that we are watching and why inflation may be the best way to get this economy moving – but not how the FED is working it.

This episode is dedicated to my grandfather, Papa Freddie, who passed this week at the age of 93.

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LISTEN TO PODCAST NOW | LISTEN @ ZUNE @iTUNES

Stocks that may benefit from China infrastructure Stimulus:

  • Cliff’s Natural Resources (CLF)
  • Cemex (CX)
  • Gerdau SA (GRR)
  • US Steel (X)
  • AK Steel (AKS)
  • Freeport-McMoRan Copper & Gold Inc (FCX)
  • Alcoa (AA)
  • Vulcan Materials (VMC)
  • Nucor (NUE)
  • SPDR Materials ETF (XLB)

 


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