can't argue with anything they stated.
any investment in US firms that are heavily invested in fiance is a loser for sure. QE out of the FED is proof positive of the complete failure of the US financial sector, the largest welfare queen the world has ever known.
other losers are places like Yum Foods and other firms that sell cheap food stuffs and non-priority consumables. with the loss of equity in US homes and the credit being cut off US consumption will be down for years until US household debt returns back down to the historical level of 50% of US GDP.